SC
Savant Capital Portfolio holdings
AUM
$16.1B
1-Year Return
14.38%
This Quarter Return
+7.49%
1 Year Return
+14.38%
3 Year Return
+48.07%
5 Year Return
+73.78%
10 Year Return
+154.4%
AUM
$8.71B
AUM Growth
+$957M
(+12%)
Cap. Flow
+$444M
Cap. Flow
% of AUM
5.1%
Top 10 Holdings %
Top 10 Hldgs %
39.46%
Holding
1,128
New
288
Increased
454
Reduced
320
Closed
25
Top Buys
Top Sells
| 1 |
Dimensional US Targeted Value ETF
DFAT
|
$33.5M |
| 2 |
Dimensional US Equity ETF
DFUS
|
$26.8M |
| 3 |
Dimensional US Small Cap ETF
DFAS
|
$24.4M |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
$18.7M |
| 5 |
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% |