SC
Savant Capital Portfolio holdings
AUM
$16.1B
1-Year Return
14.38%
This Quarter Return
+0.81%
1 Year Return
+14.38%
3 Year Return
+48.07%
5 Year Return
+73.78%
10 Year Return
+154.4%
AUM
$9.99B
AUM Growth
+$1.27B
(+15%)
Cap. Flow
+$1.24B
Cap. Flow
% of AUM
12.42%
Top 10 Holdings %
Top 10 Hldgs %
38.36%
Holding
1,350
New
247
Increased
561
Reduced
414
Closed
94
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$142M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$109M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$82.6M |
| 4 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$75.6M |
| 5 |
Dimensional US Marketwide Value ETF
DFUV
|
+$69.5M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$80.3M |
| 2 |
Vanguard Small-Cap Value ETF
VBR
|
+$21M |
| 3 |
Dimensional US Equity ETF
DFUS
|
+$20.5M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$14.9M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$13.1M |
Sector Composition
| 1 | Technology | 5.08% |
| 2 | Industrials | 2.8% |
| 3 | Financials | 2.71% |
| 4 | Consumer Discretionary | 2.7% |
| 5 | Healthcare | 2.58% |
