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
776
$435K 0.01%
7,216
-104
777
$434K 0.01%
18,210
+92
778
$432K 0.01%
7,467
+534
779
$430K ﹤0.01%
10,214
-2,487
780
$430K ﹤0.01%
10,201
781
$430K ﹤0.01%
+11,908
782
$429K ﹤0.01%
3,545
-515
783
$429K ﹤0.01%
16,731
-578
784
$428K ﹤0.01%
3,123
-584
785
$425K ﹤0.01%
+11,091
786
$425K ﹤0.01%
4,638
+1
787
$424K ﹤0.01%
+4,987
788
$423K ﹤0.01%
26,902
+567
789
$420K ﹤0.01%
21,838
-9,521
790
$419K ﹤0.01%
+12,976
791
$418K ﹤0.01%
5,003
-597
792
$417K ﹤0.01%
4,258
-67
793
$416K ﹤0.01%
8,298
+1,001
794
$413K ﹤0.01%
866
+79
795
$413K ﹤0.01%
+4,744
796
$410K ﹤0.01%
16,178
+433
797
$408K ﹤0.01%
138,877
+1
798
$405K ﹤0.01%
2,589
-163
799
$400K ﹤0.01%
7,987
+177
800
$399K ﹤0.01%
10,352
+482
30 31
32
33 34