SC

Savant Capital Portfolio holdings

AUM $17.6B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.9B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$84.5M
3
+$81.2M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$65.8M
5
BND icon
Vanguard Total Bond Market
BND
+$64.2M

Top Sells

1
+$22.8M
2
+$13.7M
3
+$11.1M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$10.9M
5
SW
Smurfit Westrock
SW
+$9.85M

Sector Composition

1 Technology 4.12%
2 Financials 2.17%
3 Consumer Discretionary 1.48%
4 Industrials 1.48%
5 Healthcare 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.8M 0.03%
37,616
+2,320
252
$3.79M 0.03%
8,182
+999
253
$3.73M 0.03%
63,599
+7,993
254
$3.72M 0.03%
5,330
-43
255
$3.66M 0.03%
84,934
-63
256
$3.63M 0.03%
27,289
-7,883
257
$3.63M 0.03%
22,062
+1,696
258
$3.62M 0.03%
+113,741
259
$3.57M 0.03%
22,402
+3,453
260
$3.56M 0.03%
19,473
+670
261
$3.54M 0.03%
13,226
+1,454
262
$3.5M 0.03%
22,970
+1,009
263
$3.44M 0.02%
30,755
-398
264
$3.44M 0.02%
+56,404
265
$3.44M 0.02%
7,799
+341
266
$3.43M 0.02%
7,302
+1,228
267
$3.37M 0.02%
11,827
+1,032
268
$3.37M 0.02%
29,803
+125
269
$3.32M 0.02%
24,548
-427
270
$3.3M 0.02%
45,064
+3,516
271
$3.21M 0.02%
75,642
-4,100
272
$3.2M 0.02%
38,093
+592
273
$3.17M 0.02%
5,940
-126
274
$3.16M 0.02%
43,838
+794
275
$3.15M 0.02%
6,309
+1,104
9 10
11
12 13