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
351
$2.15M 0.02%
16,732
352
$2.13M 0.02%
82,785
+42,837
353
$2.12M 0.02%
94,860
-12,252
354
$2.12M 0.02%
17,610
-1,594
355
$2.11M 0.02%
+75,097
356
$2.1M 0.02%
169,711
+21,427
357
$2.1M 0.02%
17,616
+3,601
358
$2.09M 0.02%
16,945
+1,630
359
$2.05M 0.01%
19,367
+2,179
360
$2.04M 0.01%
180,715
-103
361
$1.99M 0.01%
5,119
-414
362
$1.99M 0.01%
9,708
+559
363
$1.99M 0.01%
31,834
+924
364
$1.98M 0.01%
9,630
+435
365
$1.97M 0.01%
11,710
+115
366
$1.94M 0.01%
14,974
+3,693
367
$1.91M 0.01%
20,978
+2,610
368
$1.91M 0.01%
38,026
-156
369
$1.91M 0.01%
68,211
-8,113
370
$1.88M 0.01%
4,975
+612
371
$1.88M 0.01%
5,661
-42
372
$1.87M 0.01%
2,082
+118
373
$1.86M 0.01%
8,496
+312
374
$1.85M 0.01%
84,127
-14,945
375
$1.83M 0.01%
155,235
+625
13 14
15
16 17