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
426
$1.44M 0.01%
6,882
+701
427
$1.44M 0.01%
23,683
+7,077
428
$1.44M 0.01%
33,982
-3,334
429
$1.43M 0.01%
9,830
+271
430
$1.42M 0.01%
32,801
+9,564
431
$1.42M 0.01%
12,452
+1,475
432
$1.41M 0.01%
19,932
+3,562
433
$1.41M 0.01%
48,088
-11,338
434
$1.4M 0.01%
34,517
-1,752
435
$1.4M 0.01%
61,303
-6,464
436
$1.39M 0.01%
10,087
+2,753
437
$1.37M 0.01%
19,671
+7,209
438
$1.37M 0.01%
10,801
+598
439
$1.36M 0.01%
30,024
+3,628
440
$1.35M 0.01%
12,553
+963
441
$1.33M 0.01%
+28,567
442
$1.33M 0.01%
8,002
+1,230
443
$1.33M 0.01%
22,160
-3,546
444
$1.31M 0.01%
+48,090
445
$1.3M 0.01%
18,888
+6,804
446
$1.3M 0.01%
16,146
+1,549
447
$1.29M 0.01%
32,620
+137
448
$1.29M 0.01%
9,699
-692
449
$1.28M 0.01%
7,944
-162
450
$1.27M 0.01%
5,217
+244
16 17
18
19 20