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
951
$254K ﹤0.01%
+1,750
952
$253K ﹤0.01%
1,560
+14
953
$252K ﹤0.01%
+10,966
954
$251K ﹤0.01%
+3,168
955
$251K ﹤0.01%
+13,368
956
$250K ﹤0.01%
2,873
+3
957
$249K ﹤0.01%
+18,687
958
$249K ﹤0.01%
+4,609
959
$249K ﹤0.01%
+1,976
960
$248K ﹤0.01%
5,788
+245
961
$247K ﹤0.01%
8,964
-1,923
962
$247K ﹤0.01%
+4,182
963
$246K ﹤0.01%
1,346
+11
964
$246K ﹤0.01%
+2,195
965
$246K ﹤0.01%
+1,034
966
$245K ﹤0.01%
+1,166
967
$245K ﹤0.01%
15,904
-289
968
$243K ﹤0.01%
11,287
+982
969
$242K ﹤0.01%
2,488
-10
970
$240K ﹤0.01%
4,892
971
$240K ﹤0.01%
6,027
-253
972
$239K ﹤0.01%
+3,918
973
$239K ﹤0.01%
1,224
+147
974
$238K ﹤0.01%
+6,269
975
$236K ﹤0.01%
+1,536
37 38
39
40 41