SC

Savant Capital Portfolio holdings

AUM $18.9B
1-Year Est. Return 14.6%
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.99B
AUM Growth
+$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,350
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$109M
3
+$82.6M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$75.6M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$69.5M

Top Sells

1
+$80.3M
2
+$21M
3
+$20.5M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$14.9M
5
VB icon
Vanguard Small-Cap ETF
VB
+$13.1M

Sector Composition

1 Technology 5.08%
2 Industrials 2.8%
3 Financials 2.71%
4 Consumer Discretionary 2.7%
5 Healthcare 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.22M 0.01%
2
527
$1.22M 0.01%
30,129
+3,949
528
$1.22M 0.01%
3,196
-1,816
529
$1.22M 0.01%
59,435
+15,091
530
$1.21M 0.01%
37,460
-1,087
531
$1.21M 0.01%
3,243
-9,100
532
$1.21M 0.01%
5,340
-789
533
$1.2M 0.01%
+46,826
534
$1.2M 0.01%
13,045
-2,516
535
$1.19M 0.01%
16,022
-1,045
536
$1.19M 0.01%
16,133
+4,297
537
$1.19M 0.01%
+21,871
538
$1.19M 0.01%
4,813
-1,874
539
$1.17M 0.01%
24,048
+7,610
540
$1.17M 0.01%
5,200
+1,120
541
$1.16M 0.01%
11,854
-105
542
$1.15M 0.01%
+51,966
543
$1.15M 0.01%
+65,073
544
$1.15M 0.01%
17,901
+180
545
$1.15M 0.01%
22,934
+981
546
$1.14M 0.01%
38,384
-1,291
547
$1.14M 0.01%
27,348
-1,300
548
$1.13M 0.01%
32,398
-2,060
549
$1.11M 0.01%
3,454
+1,405
550
$1.1M 0.01%
20,814
-523
20 21
22
23 24