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
851
$348K ﹤0.01%
4,746
+673
852
$347K ﹤0.01%
+12,144
853
$341K ﹤0.01%
873
-15
854
$341K ﹤0.01%
607
+14
855
$340K ﹤0.01%
6,238
856
$340K ﹤0.01%
+1,543
857
$340K ﹤0.01%
3,320
+507
858
$339K ﹤0.01%
2,278
+403
859
$338K ﹤0.01%
+6,261
860
$338K ﹤0.01%
+7,245
861
$338K ﹤0.01%
5,992
+1,750
862
$338K ﹤0.01%
+11,750
863
$338K ﹤0.01%
7,403
+313
864
$337K ﹤0.01%
5,640
+785
865
$336K ﹤0.01%
4,932
-1,068
866
$333K ﹤0.01%
+11,665
867
$329K ﹤0.01%
+4,613
868
$329K ﹤0.01%
+16,202
869
$328K ﹤0.01%
+6,170
870
$328K ﹤0.01%
1,108
+199
871
$328K ﹤0.01%
+2,983
872
$327K ﹤0.01%
9,505
-7,375
873
$327K ﹤0.01%
2,688
-242
874
$324K ﹤0.01%
5,465
+265
875
$324K ﹤0.01%
+2,484
33 34
35
36 37