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
126
$9.99M 0.11%
52,337
+2,025
127
$9.91M 0.11%
210,618
+24,973
128
$9.75M 0.11%
358,467
-67,888
129
$9.59M 0.11%
38,401
+361
130
$9.55M 0.11%
44,368
-2,754
131
$8.99M 0.1%
16,160
-75
132
$8.93M 0.1%
83,003
-18,696
133
$8.85M 0.1%
310,252
-4,694
134
$8.76M 0.1%
80,843
-4,525
135
$8.58M 0.1%
37,692
-2,047
136
$8.56M 0.1%
298,561
+62,532
137
$8.55M 0.1%
101,232
-14,446
138
$8.54M 0.1%
17,260
-188
139
$8.49M 0.1%
67,762
+132
140
$8.48M 0.1%
346,495
+48,960
141
$8.33M 0.1%
11,375
+9
142
$8.3M 0.1%
206,083
-6,529
143
$7.88M 0.09%
62,748
-1,713
144
$7.87M 0.09%
81,338
+1,706
145
$7.79M 0.09%
2,146
+964
146
$7.76M 0.09%
175,586
+12,950
147
$7.67M 0.09%
22,271
+5,588
148
$7.46M 0.09%
53,321
-248
149
$7.4M 0.08%
246,680
-77,542
150
$7.39M 0.08%
36,663
+10,277
4 5
6
7 8