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
1026
$265K ﹤0.01%
1,228
+62
1027
$264K ﹤0.01%
+3,714
1028
$263K ﹤0.01%
+3,064
1029
$263K ﹤0.01%
3,509
+76
1030
$263K ﹤0.01%
797
+99
1031
$262K ﹤0.01%
+4,318
1032
$262K ﹤0.01%
+5,247
1033
$261K ﹤0.01%
+7,647
1034
$260K ﹤0.01%
2,795
-78
1035
$260K ﹤0.01%
2,628
+190
1036
$259K ﹤0.01%
4,053
-197
1037
$259K ﹤0.01%
+6,510
1038
$258K ﹤0.01%
946
+13
1039
$257K ﹤0.01%
+3,433
1040
$255K ﹤0.01%
+2,975
1041
$254K ﹤0.01%
4,916
+24
1042
$254K ﹤0.01%
21,917
+5,095
1043
$254K ﹤0.01%
4,794
+185
1044
$254K ﹤0.01%
+2,213
1045
$251K ﹤0.01%
+6,644
1046
$250K ﹤0.01%
+4,720
1047
$248K ﹤0.01%
+19,757
1048
$248K ﹤0.01%
+856
1049
$248K ﹤0.01%
+5,710
1050
$248K ﹤0.01%
+4,807
40 41
42
43 44