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
$8.71B
AUM Growth
+$957M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,128
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$35.7M
3
+$32M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$17.5M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$17.1M

Top Sells

1
+$33.5M
2
+$26.8M
3
+$24.4M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$18.7M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$9.28M

Sector Composition

1 Technology 5%
2 Healthcare 3.15%
3 Consumer Discretionary 3.12%
4 Industrials 2.96%
5 Financials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$556K 0.01%
1,614
+4
702
$553K 0.01%
+19,905
703
$547K 0.01%
2,535
+166
704
$544K 0.01%
3,739
+684
705
$543K 0.01%
1,872
+721
706
$538K 0.01%
7,608
707
$537K 0.01%
25,541
+4,286
708
$537K 0.01%
3,865
-323
709
$534K 0.01%
6,665
+654
710
$531K 0.01%
1,828
-1,374
711
$528K 0.01%
549
+35
712
$526K 0.01%
+1,656
713
$525K 0.01%
394
+12
714
$524K 0.01%
+5,578
715
$524K 0.01%
11,015
+7,487
716
$523K 0.01%
5,407
-2,096
717
$521K 0.01%
16,920
-4,458
718
$521K 0.01%
5,978
-4,498
719
$510K 0.01%
10,050
+241
720
$505K 0.01%
12,971
+1,602
721
$505K 0.01%
12,023
-9,110
722
$503K 0.01%
5,299
+562
723
$503K 0.01%
1,504
+97
724
$502K 0.01%
9,992
-602
725
$499K 0.01%
2,908
+116
27 28
29
30 31