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
1051
$174K ﹤0.01%
+16,822
1052
$169K ﹤0.01%
+11,619
1053
$165K ﹤0.01%
+10,081
1054
$160K ﹤0.01%
13,172
+10
1055
$157K ﹤0.01%
17,604
+6,532
1056
$147K ﹤0.01%
24,341
-8,554
1057
$145K ﹤0.01%
11,439
+39
1058
$137K ﹤0.01%
6,614
1059
$136K ﹤0.01%
12,372
+228
1060
$133K ﹤0.01%
+15,257
1061
$128K ﹤0.01%
+26,817
1062
$127K ﹤0.01%
+12,614
1063
$119K ﹤0.01%
+14,464
1064
$119K ﹤0.01%
1,249
1065
$113K ﹤0.01%
+17,930
1066
$107K ﹤0.01%
+17,360
1067
$104K ﹤0.01%
+21,663
1068
$104K ﹤0.01%
11,429
1069
$104K ﹤0.01%
+66,375
1070
$93.4K ﹤0.01%
+14,530
1071
$92.5K ﹤0.01%
+11,067
1072
$91.6K ﹤0.01%
+19,238
1073
$91.5K ﹤0.01%
+5,272
1074
$88.9K ﹤0.01%
34,305
+5,032
1075
$88.3K ﹤0.01%
+12,983
41 42
43
44 45