SC

Savant Capital Portfolio holdings

AUM $16.1B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.09B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$38M
3
+$26.9M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$22.6M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$15.9M

Top Sells

1
+$54.8M
2
+$6.92M
3
+$3.18M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.08M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.81M

Sector Composition

1 Technology 4.84%
2 Healthcare 3.19%
3 Consumer Discretionary 3.17%
4 Financials 2.95%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.71M 0.12%
83,426
+5,901
102
$3.57M 0.12%
56,394
+8,393
103
$3.47M 0.11%
29,816
+1,100
104
$3.43M 0.11%
56,021
-1,276
105
$3.3M 0.11%
66,797
+5,356
106
$3.28M 0.11%
28,286
+353
107
$3.27M 0.11%
78,933
-3,550
108
$3.26M 0.11%
9,505
+84
109
$3.26M 0.11%
27,864
-426
110
$3.25M 0.11%
35,068
+198
111
$3.23M 0.1%
14,896
+787
112
$3.19M 0.1%
227,034
-98,963
113
$3.16M 0.1%
65,556
+1,962
114
$3.12M 0.1%
193,940
115
$3.12M 0.1%
61,862
-137,022
116
$3.02M 0.1%
121,017
-4,333
117
$2.94M 0.1%
33,681
+2,627
118
$2.89M 0.09%
97,545
-6,242
119
$2.86M 0.09%
154,016
+9,638
120
$2.8M 0.09%
8,721
+376
121
$2.79M 0.09%
47,201
-1,130
122
$2.74M 0.09%
26,223
-263
123
$2.71M 0.09%
7,532
+429
124
$2.58M 0.08%
11,591
+1,474
125
$2.57M 0.08%
164,699
+1,300
3 4
5
6 7