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
376
$1.83M 0.01%
77,853
+6,244
377
$1.83M 0.01%
15,119
+3,714
378
$1.83M 0.01%
70,969
-2,664
379
$1.82M 0.01%
5,568
+368
380
$1.81M 0.01%
17,916
+7,281
381
$1.81M 0.01%
9,933
+554
382
$1.79M 0.01%
9,756
+1,354
383
$1.78M 0.01%
16,602
+12
384
$1.78M 0.01%
29,014
+4,820
385
$1.77M 0.01%
39,571
+3,630
386
$1.77M 0.01%
16,751
+817
387
$1.76M 0.01%
5,629
+139
388
$1.76M 0.01%
42,542
-3,698
389
$1.75M 0.01%
13,588
+1,451
390
$1.75M 0.01%
160,297
-251
391
$1.74M 0.01%
24,527
+398
392
$1.74M 0.01%
35,336
+265
393
$1.74M 0.01%
9,332
-489
394
$1.7M 0.01%
19,913
+2,306
395
$1.7M 0.01%
6,770
+777
396
$1.69M 0.01%
5,802
+1,147
397
$1.69M 0.01%
17,084
+1,430
398
$1.67M 0.01%
38,758
-23,452
399
$1.66M 0.01%
23,181
+2,239
400
$1.64M 0.01%
61,672
+3,416
14 15
16
17 18