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
776
$231K ﹤0.01%
4,780
777
$231K ﹤0.01%
+1,198
778
$230K ﹤0.01%
+9,333
779
$230K ﹤0.01%
+7,153
780
$230K ﹤0.01%
+926
781
$228K ﹤0.01%
+4,242
782
$228K ﹤0.01%
+1,504
783
$228K ﹤0.01%
+1,688
784
$227K ﹤0.01%
+4,618
785
$227K ﹤0.01%
10,531
-662
786
$226K ﹤0.01%
5,574
+279
787
$226K ﹤0.01%
+2,080
788
$225K ﹤0.01%
+2,721
789
$225K ﹤0.01%
+1,335
790
$224K ﹤0.01%
+470
791
$221K ﹤0.01%
11,000
+71
792
$221K ﹤0.01%
+1,350
793
$220K ﹤0.01%
10,305
+78
794
$220K ﹤0.01%
2,956
-252
795
$219K ﹤0.01%
+5,012
796
$218K ﹤0.01%
+3,901
797
$217K ﹤0.01%
+545
798
$216K ﹤0.01%
+1,480
799
$214K ﹤0.01%
+1,470
800
$214K ﹤0.01%
2,022
30 31
32
33 34