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
276
$3.15M 0.02%
5,797
+56
277
$3.12M 0.02%
13,086
+1,030
278
$3.11M 0.02%
23,331
+1,276
279
$3.1M 0.02%
116,794
+19,483
280
$3.06M 0.02%
11,475
+764
281
$3.05M 0.02%
17,680
+901
282
$3.03M 0.02%
523
+26
283
$3.03M 0.02%
84,824
-33
284
$3.02M 0.02%
76,705
-4,753
285
$3.01M 0.02%
23,751
+3,276
286
$3.01M 0.02%
5,701
+402
287
$2.99M 0.02%
34,123
-1,278
288
$2.98M 0.02%
28,992
-45
289
$2.95M 0.02%
14,675
+1,011
290
$2.94M 0.02%
8,908
+930
291
$2.94M 0.02%
36,886
-534
292
$2.89M 0.02%
6,608
+355
293
$2.89M 0.02%
117,580
+7,795
294
$2.87M 0.02%
31,361
-3,415
295
$2.87M 0.02%
23,257
+3,642
296
$2.85M 0.02%
25,224
-518
297
$2.82M 0.02%
11,411
-269
298
$2.78M 0.02%
25,117
-638
299
$2.78M 0.02%
94,698
+9,610
300
$2.78M 0.02%
34,760
+8,849
10 11
12
13 14