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
801
$399K ﹤0.01%
8,571
-7
802
$397K ﹤0.01%
9,920
-209
803
$397K ﹤0.01%
+51,193
804
$397K ﹤0.01%
8,746
+433
805
$393K ﹤0.01%
260
+4
806
$392K ﹤0.01%
+18,002
807
$390K ﹤0.01%
4,164
808
$388K ﹤0.01%
13,285
+2,019
809
$387K ﹤0.01%
1,538
+120
810
$383K ﹤0.01%
+14,539
811
$382K ﹤0.01%
4,855
-680
812
$380K ﹤0.01%
8,871
+537
813
$379K ﹤0.01%
3,562
+115
814
$377K ﹤0.01%
4,052
+6
815
$376K ﹤0.01%
4,600
-1,015
816
$376K ﹤0.01%
305
-334
817
$375K ﹤0.01%
6,813
+1,691
818
$374K ﹤0.01%
+2,988
819
$374K ﹤0.01%
14,973
+1,718
820
$374K ﹤0.01%
7,599
+2,220
821
$370K ﹤0.01%
+12,467
822
$369K ﹤0.01%
1,930
-650
823
$368K ﹤0.01%
4,249
824
$368K ﹤0.01%
+24,627
825
$368K ﹤0.01%
+3,327
31 32
33
34 35