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
1051
$247K ﹤0.01%
+11,696
1052
$246K ﹤0.01%
5,780
+1,176
1053
$246K ﹤0.01%
+19,959
1054
$245K ﹤0.01%
15,982
+78
1055
$245K ﹤0.01%
+11,028
1056
$245K ﹤0.01%
+35,399
1057
$244K ﹤0.01%
+1,973
1058
$244K ﹤0.01%
+568
1059
$242K ﹤0.01%
+17,467
1060
$242K ﹤0.01%
4,848
1061
$242K ﹤0.01%
+2,976
1062
$241K ﹤0.01%
+1,195
1063
$241K ﹤0.01%
+2,314
1064
$241K ﹤0.01%
46,882
+24,223
1065
$240K ﹤0.01%
5,734
-1,970
1066
$240K ﹤0.01%
+5,627
1067
$239K ﹤0.01%
+3,168
1068
$236K ﹤0.01%
4,005
-20,864
1069
$236K ﹤0.01%
484
-97
1070
$236K ﹤0.01%
1,687
-1
1071
$235K ﹤0.01%
+3,572
1072
$235K ﹤0.01%
10,448
-3,052
1073
$235K ﹤0.01%
+3,765
1074
$234K ﹤0.01%
+4,693
1075
$233K ﹤0.01%
+1,088
41 42
43
44 45