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
451
$1.27M 0.01%
+20,582
452
$1.27M 0.01%
25,930
+5
453
$1.25M 0.01%
15,589
-239
454
$1.25M 0.01%
9,505
+3,121
455
$1.25M 0.01%
36,152
-8,301
456
$1.25M 0.01%
13,697
+963
457
$1.24M 0.01%
23,473
-25,737
458
$1.23M 0.01%
2,421
+511
459
$1.23M 0.01%
40,723
+3,171
460
$1.23M 0.01%
29,308
+1,012
461
$1.23M 0.01%
19,571
+2,997
462
$1.23M 0.01%
9,546
+2,517
463
$1.22M 0.01%
7,518
+57
464
$1.22M 0.01%
24,821
+2,687
465
$1.22M 0.01%
16,606
+2,857
466
$1.22M 0.01%
4,984
+2,060
467
$1.21M 0.01%
12,759
+1,012
468
$1.21M 0.01%
16,315
+1,444
469
$1.21M 0.01%
22,211
-200
470
$1.2M 0.01%
89,067
+525
471
$1.19M 0.01%
25,889
-1,225
472
$1.19M 0.01%
15,009
-2,147
473
$1.19M 0.01%
34,417
-321
474
$1.19M 0.01%
90,742
475
$1.18M 0.01%
4,614
-1,157
17 18
19
20 21