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
476
$1.17M 0.01%
771
+18
477
$1.17M 0.01%
47,563
-13,588
478
$1.16M 0.01%
1,534
+221
479
$1.16M 0.01%
16,412
+1,844
480
$1.15M 0.01%
13,463
+251
481
$1.15M 0.01%
5,224
+871
482
$1.15M 0.01%
43,725
+33,591
483
$1.15M 0.01%
11,433
+1,885
484
$1.15M 0.01%
56,049
+13,567
485
$1.13M 0.01%
13,018
+1,437
486
$1.13M 0.01%
16,278
+9
487
$1.12M 0.01%
9,987
+96
488
$1.12M 0.01%
4,344
+473
489
$1.12M 0.01%
2,515
+327
490
$1.12M 0.01%
23,391
+4,162
491
$1.11M 0.01%
18,923
+291
492
$1.11M 0.01%
19,240
+2,616
493
$1.1M 0.01%
44,122
-7,913
494
$1.1M 0.01%
3,545
+180
495
$1.1M 0.01%
3,489
+187
496
$1.08M 0.01%
26,088
-4,711
497
$1.08M 0.01%
20,685
-5,095
498
$1.08M 0.01%
20,572
+1,528
499
$1.08M 0.01%
+16,432
500
$1.07M 0.01%
11,771
+726
18 19
20
21 22