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
826
$367K ﹤0.01%
7,304
-344
827
$367K ﹤0.01%
+13,620
828
$367K ﹤0.01%
14,020
+570
829
$367K ﹤0.01%
5,108
-417
830
$367K ﹤0.01%
3,517
+190
831
$366K ﹤0.01%
830
+44
832
$366K ﹤0.01%
17,045
+6,514
833
$365K ﹤0.01%
+3,595
834
$361K ﹤0.01%
6,900
+65
835
$361K ﹤0.01%
2,317
+362
836
$361K ﹤0.01%
7,534
+488
837
$361K ﹤0.01%
3,821
+665
838
$360K ﹤0.01%
15,489
839
$360K ﹤0.01%
17,398
-446
840
$360K ﹤0.01%
7,579
-6,559
841
$359K ﹤0.01%
5,691
+36
842
$357K ﹤0.01%
+840
843
$356K ﹤0.01%
1,846
+29
844
$353K ﹤0.01%
2,797
845
$352K ﹤0.01%
3,617
+451
846
$351K ﹤0.01%
12,698
+889
847
$349K ﹤0.01%
+1,283
848
$348K ﹤0.01%
2,646
-1,449
849
$348K ﹤0.01%
3,267
+223
850
$348K ﹤0.01%
18,043
-792
32 33
34
35 36