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
926
$276K ﹤0.01%
+1,557
927
$274K ﹤0.01%
3,176
+2
928
$273K ﹤0.01%
2,975
-206
929
$272K ﹤0.01%
+17,097
930
$272K ﹤0.01%
2,727
+6
931
$272K ﹤0.01%
6,271
-7,320
932
$271K ﹤0.01%
1,759
+279
933
$271K ﹤0.01%
+10,001
934
$266K ﹤0.01%
2,535
-502
935
$265K ﹤0.01%
+8,633
936
$265K ﹤0.01%
+3,586
937
$265K ﹤0.01%
2,944
-1,569
938
$264K ﹤0.01%
18,888
-1
939
$264K ﹤0.01%
+12,979
940
$264K ﹤0.01%
+10,649
941
$262K ﹤0.01%
607
+24
942
$262K ﹤0.01%
+2,027
943
$262K ﹤0.01%
4,536
+504
944
$261K ﹤0.01%
+5,840
945
$260K ﹤0.01%
2,788
+74
946
$259K ﹤0.01%
3,433
-385
947
$258K ﹤0.01%
6,561
+987
948
$258K ﹤0.01%
3,745
-410
949
$257K ﹤0.01%
2,866
-681
950
$256K ﹤0.01%
+5,174
36 37
38
39 40