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
1151
$168K ﹤0.01%
20,942
+7,959
1152
$167K ﹤0.01%
+13,147
1153
$167K ﹤0.01%
27,881
+8,643
1154
$166K ﹤0.01%
+15,036
1155
$165K ﹤0.01%
14,860
-2,821
1156
$165K ﹤0.01%
+11,627
1157
$163K ﹤0.01%
19,849
+8,420
1158
$162K ﹤0.01%
18,227
+623
1159
$161K ﹤0.01%
11,515
-13,112
1160
$160K ﹤0.01%
29,499
+2,682
1161
$159K ﹤0.01%
+18,551
1162
$159K ﹤0.01%
+25,111
1163
$157K ﹤0.01%
+28,615
1164
$156K ﹤0.01%
24,367
-187
1165
$154K ﹤0.01%
+13,353
1166
$153K ﹤0.01%
11,782
-11,044
1167
$153K ﹤0.01%
+13,641
1168
$152K ﹤0.01%
20,568
+9,501
1169
$147K ﹤0.01%
+14,727
1170
$146K ﹤0.01%
+33,108
1171
$144K ﹤0.01%
+17,723
1172
$142K ﹤0.01%
+20,786
1173
$139K ﹤0.01%
+14,674
1174
$139K ﹤0.01%
+43,846
1175
$136K ﹤0.01%
11,933
-439
45 46
47
48 49