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
751
$471K 0.01%
8,100
-8,150
752
$470K 0.01%
+4,797
753
$470K 0.01%
+4,178
754
$467K 0.01%
11,886
+3,138
755
$465K 0.01%
9,538
+48
756
$465K 0.01%
+12,081
757
$464K 0.01%
+21,804
758
$463K 0.01%
23,697
-1,553
759
$459K 0.01%
+9,393
760
$458K 0.01%
24,035
+10
761
$458K 0.01%
4,813
-115
762
$455K 0.01%
+3,900
763
$455K 0.01%
2,913
-627
764
$450K 0.01%
+7,862
765
$448K 0.01%
8,526
+1,617
766
$446K 0.01%
293
-2
767
$445K 0.01%
+3,657
768
$443K 0.01%
+7,465
769
$442K 0.01%
2,160
+33
770
$441K 0.01%
25,460
-12,983
771
$438K 0.01%
3,117
+23
772
$438K 0.01%
11,796
-140
773
$437K 0.01%
21,851
+10,851
774
$436K 0.01%
4,974
+246
775
$435K 0.01%
6,582
-2,000
29 30
31
32 33