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
976
$236K ﹤0.01%
7,225
+72
977
$233K ﹤0.01%
+6,403
978
$233K ﹤0.01%
556
-32
979
$233K ﹤0.01%
3,035
-10
980
$233K ﹤0.01%
+882
981
$233K ﹤0.01%
1,339
-11
982
$232K ﹤0.01%
+32,101
983
$232K ﹤0.01%
2,297
+13
984
$230K ﹤0.01%
9,333
985
$230K ﹤0.01%
4,017
+116
986
$229K ﹤0.01%
+2,605
987
$229K ﹤0.01%
+11,582
988
$228K ﹤0.01%
933
+7
989
$228K ﹤0.01%
4,780
990
$227K ﹤0.01%
+3,644
991
$226K ﹤0.01%
+2,438
992
$225K ﹤0.01%
+16,273
993
$224K ﹤0.01%
+3,223
994
$223K ﹤0.01%
+17,900
995
$223K ﹤0.01%
+11,477
996
$222K ﹤0.01%
+1,198
997
$222K ﹤0.01%
+3,087
998
$222K ﹤0.01%
+13,500
999
$222K ﹤0.01%
5,891
+1
1000
$220K ﹤0.01%
10,829
-571
38 39
40
41 42