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
$3.21B
AUM Growth
-$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$15.6M
3
+$14.3M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$12.5M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$12M

Top Sells

1
+$5.16M
2
+$4.58M
3
+$3.93M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.92M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.46M

Sector Composition

1 Technology 3.5%
2 Healthcare 2.75%
3 Industrials 2.72%
4 Consumer Discretionary 2.34%
5 Financials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
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