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
126
$2.54M 0.08%
8,469
+80
127
$2.54M 0.08%
35,768
-9,017
128
$2.53M 0.08%
93,828
+6,828
129
$2.52M 0.08%
12,192
-1,158
130
$2.51M 0.08%
52,341
+2,822
131
$2.5M 0.08%
75,794
+26,219
132
$2.49M 0.08%
32,498
+760
133
$2.44M 0.08%
9,574
+202
134
$2.44M 0.08%
14,521
+1,019
135
$2.37M 0.08%
9,320
+3,478
136
$2.31M 0.07%
5,299
+187
137
$2.31M 0.07%
11,474
+411
138
$2.3M 0.07%
26,785
+966
139
$2.27M 0.07%
106,842
+260
140
$2.27M 0.07%
3,395
+89
141
$2.26M 0.07%
10,831
+799
142
$2.25M 0.07%
3,975
+55
143
$2.23M 0.07%
62,627
-1,680
144
$2.22M 0.07%
105,954
-5,354
145
$2.19M 0.07%
19,036
+64
146
$2.19M 0.07%
7,339
+193
147
$2.16M 0.07%
+365
148
$2.15M 0.07%
+22,740
149
$2.12M 0.07%
28,418
+959
150
$2.11M 0.07%
107,316
+535
4 5
6
7 8