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
1076
$87.3K ﹤0.01%
+16,654
1077
$86.1K ﹤0.01%
+13,029
1078
$85.7K ﹤0.01%
+11,071
1079
$81.8K ﹤0.01%
+28,122
1080
$80.5K ﹤0.01%
+29,797
1081
$79.9K ﹤0.01%
15,404
-682
1082
$77.9K ﹤0.01%
+25,981
1083
$71.5K ﹤0.01%
36,458
+26,458
1084
$71.2K ﹤0.01%
19,603
+9,412
1085
$70.7K ﹤0.01%
29,325
1086
$70.6K ﹤0.01%
18,920
+7,920
1087
$67.9K ﹤0.01%
12,297
-1,715
1088
$67.1K ﹤0.01%
+36,455
1089
$66.3K ﹤0.01%
+10,938
1090
$64.6K ﹤0.01%
+57,126
1091
$62K ﹤0.01%
+15,094
1092
$53.4K ﹤0.01%
16,626
+133
1093
$53.1K ﹤0.01%
+10,529
1094
$52.1K ﹤0.01%
+19,721
1095
$49.5K ﹤0.01%
15,000
1096
$47.1K ﹤0.01%
+29,088
1097
$44.6K ﹤0.01%
+10,113
1098
$25.1K ﹤0.01%
+15,917
1099
$24.9K ﹤0.01%
+424
1100
$24.6K ﹤0.01%
18,327
-15,810
42 43
44
45 46