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
1026
$207K ﹤0.01%
+2,450
1027
$206K ﹤0.01%
+6,728
1028
$206K ﹤0.01%
+1,130
1029
$206K ﹤0.01%
+1,041
1030
$206K ﹤0.01%
+2,008
1031
$205K ﹤0.01%
+1,271
1032
$205K ﹤0.01%
+988
1033
$204K ﹤0.01%
17,219
+2,234
1034
$203K ﹤0.01%
+8,940
1035
$203K ﹤0.01%
+17,774
1036
$202K ﹤0.01%
+4,025
1037
$201K ﹤0.01%
+2,366
1038
$201K ﹤0.01%
+1,102
1039
$201K ﹤0.01%
+4,705
1040
$201K ﹤0.01%
358
-1
1041
$200K ﹤0.01%
+4,054
1042
$197K ﹤0.01%
24,554
+8,132
1043
$194K ﹤0.01%
13,745
+2,472
1044
$191K ﹤0.01%
+10,456
1045
$190K ﹤0.01%
+15,285
1046
$188K ﹤0.01%
+11,914
1047
$187K ﹤0.01%
30,811
1048
$182K ﹤0.01%
+22,659
1049
$176K ﹤0.01%
+11,556
1050
$175K ﹤0.01%
+14,627
40 41
42
43 44