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
201
$1.43M 0.05%
22,346
+637
202
$1.43M 0.05%
12,145
+502
203
$1.42M 0.05%
22,774
+1,792
204
$1.42M 0.05%
32,925
-79
205
$1.41M 0.05%
27,966
+1,256
206
$1.4M 0.05%
20,461
+691
207
$1.39M 0.05%
10,743
+3,303
208
$1.37M 0.04%
8,239
+646
209
$1.36M 0.04%
21,405
+8,292
210
$1.33M 0.04%
15,249
+1,325
211
$1.33M 0.04%
633
+9
212
$1.3M 0.04%
4,622
+64
213
$1.27M 0.04%
7,788
+206
214
$1.25M 0.04%
4,138
+106
215
$1.25M 0.04%
12,837
-286
216
$1.23M 0.04%
9,891
+58
217
$1.2M 0.04%
7,696
+774
218
$1.19M 0.04%
36,451
-3,868
219
$1.18M 0.04%
6,998
220
$1.17M 0.04%
10,962
-197
221
$1.17M 0.04%
10,463
-155
222
$1.14M 0.04%
23,953
-7,521
223
$1.13M 0.04%
1,751
+4
224
$1.11M 0.04%
3,124
+377
225
$1.11M 0.04%
14,442
-115
7 8
9
10 11