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
$7.76B
AUM Growth
+$1.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$93.2M
2
+$66.9M
3
+$52.5M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$45.6M
5
BND icon
Vanguard Total Bond Market
BND
+$26.8M

Top Sells

1
+$78.2M
2
+$12.4M
3
+$7.57M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.18M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$5.32M

Sector Composition

1 Technology 4.51%
2 Healthcare 2.67%
3 Industrials 2.35%
4 Consumer Discretionary 2.32%
5 Financials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$248K ﹤0.01%
6,922
-2,988
752
$248K ﹤0.01%
1,546
-3
753
$248K ﹤0.01%
1,661
-12
754
$247K ﹤0.01%
4,732
+348
755
$247K ﹤0.01%
3,034
-750
756
$246K ﹤0.01%
+6,933
757
$246K ﹤0.01%
10,949
+156
758
$245K ﹤0.01%
3,045
+41
759
$245K ﹤0.01%
1,095
-122
760
$245K ﹤0.01%
+4,104
761
$241K ﹤0.01%
1,981
-248
762
$241K ﹤0.01%
+1,875
763
$240K ﹤0.01%
6,287
-442
764
$240K ﹤0.01%
+5,543
765
$240K ﹤0.01%
678
-8
766
$239K ﹤0.01%
+16,193
767
$238K ﹤0.01%
4,403
-536
768
$237K ﹤0.01%
3,174
+6
769
$237K ﹤0.01%
1,042
-4
770
$236K ﹤0.01%
+2,498
771
$236K ﹤0.01%
+11,400
772
$235K ﹤0.01%
2,714
-6
773
$235K ﹤0.01%
+4,892
774
$235K ﹤0.01%
4,250
-2,000
775
$231K ﹤0.01%
+2,284
29 30
31
32 33