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
$9.99B
AUM Growth
+$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,350
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$109M
3
+$82.6M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$75.6M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$69.5M

Top Sells

1
+$80.3M
2
+$21M
3
+$20.5M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$14.9M
5
VB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$281K ﹤0.01%
2,124
-789
1002
$280K ﹤0.01%
892
+10
1003
$280K ﹤0.01%
8,677
+600
1004
$279K ﹤0.01%
3,244
+21
1005
$278K ﹤0.01%
+22,260
1006
$278K ﹤0.01%
2,338
-929
1007
$278K ﹤0.01%
+14,607
1008
$274K ﹤0.01%
+10,491
1009
$274K ﹤0.01%
20,007
+8,388
1010
$273K ﹤0.01%
590
-17
1011
$273K ﹤0.01%
+12,513
1012
$273K ﹤0.01%
+4,815
1013
$273K ﹤0.01%
2,238
-217
1014
$272K ﹤0.01%
5,649
+869
1015
$272K ﹤0.01%
2,523
+104
1016
$268K ﹤0.01%
+4,762
1017
$268K ﹤0.01%
+13,484
1018
$268K ﹤0.01%
23,635
-13,398
1019
$267K ﹤0.01%
2,293
-3,025
1020
$267K ﹤0.01%
1,020
-88
1021
$266K ﹤0.01%
2,607
+125
1022
$266K ﹤0.01%
10,018
+1,078
1023
$266K ﹤0.01%
566
+10
1024
$266K ﹤0.01%
+4,182
1025
$265K ﹤0.01%
2,832
-167
39 40
41
42 43