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
401
$1.63M 0.01%
31,378
+5,132
402
$1.62M 0.01%
41,262
+2,833
403
$1.6M 0.01%
3,188
+31
404
$1.6M 0.01%
28,210
+629
405
$1.59M 0.01%
36,626
+2,553
406
$1.57M 0.01%
14,300
+10,866
407
$1.57M 0.01%
24,939
-1,171
408
$1.56M 0.01%
61,295
+42,170
409
$1.53M 0.01%
13,231
-627
410
$1.52M 0.01%
32,433
+1,785
411
$1.51M 0.01%
46,154
+3,490
412
$1.5M 0.01%
30,529
-823
413
$1.5M 0.01%
26,683
+2,905
414
$1.5M 0.01%
20,087
+3,854
415
$1.49M 0.01%
24,430
-347
416
$1.49M 0.01%
28,409
+5,065
417
$1.48M 0.01%
23,518
-5,854
418
$1.48M 0.01%
12,374
+1,840
419
$1.48M 0.01%
7,879
+42
420
$1.48M 0.01%
49,015
421
$1.47M 0.01%
14,580
+1,130
422
$1.46M 0.01%
7,543
-107
423
$1.45M 0.01%
24,929
+9,781
424
$1.45M 0.01%
19,401
+3,185
425
$1.44M 0.01%
14,630
+887
15 16
17
18 19