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
876
$323K ﹤0.01%
+9,808
877
$322K ﹤0.01%
7,140
-4,771
878
$321K ﹤0.01%
+9,229
879
$320K ﹤0.01%
+12,723
880
$320K ﹤0.01%
9,204
+2,282
881
$317K ﹤0.01%
19,952
+795
882
$317K ﹤0.01%
9,130
+566
883
$316K ﹤0.01%
1,595
884
$314K ﹤0.01%
8,766
+8
885
$314K ﹤0.01%
581
-196
886
$313K ﹤0.01%
15,500
887
$311K ﹤0.01%
1,810
+149
888
$311K ﹤0.01%
+10,926
889
$311K ﹤0.01%
1,318
-18
890
$310K ﹤0.01%
18,945
+2,006
891
$309K ﹤0.01%
2,455
-804
892
$306K ﹤0.01%
+7,050
893
$305K ﹤0.01%
1,119
+77
894
$305K ﹤0.01%
481
+7
895
$304K ﹤0.01%
+24,040
896
$304K ﹤0.01%
+5,988
897
$302K ﹤0.01%
948
-48
898
$302K ﹤0.01%
7,710
-1,965
899
$300K ﹤0.01%
+14,892
900
$299K ﹤0.01%
2,295
+97
34 35
36
37 38