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
526
$976K 0.01%
39,891
+6,775
527
$974K 0.01%
11,379
-2,111
528
$973K 0.01%
7,216
+935
529
$966K 0.01%
1,760
+582
530
$964K 0.01%
62,741
+20,816
531
$964K 0.01%
88,878
+3,639
532
$961K 0.01%
23,369
+1,113
533
$959K 0.01%
6,500
+1,952
534
$958K 0.01%
21,715
-2,082
535
$957K 0.01%
3,646
+202
536
$954K 0.01%
20,119
-527
537
$946K 0.01%
46,417
+12,123
538
$942K 0.01%
16,400
+782
539
$941K 0.01%
39,710
+21,290
540
$941K 0.01%
3,606
+1,040
541
$924K 0.01%
11,505
+1,674
542
$923K 0.01%
5,474
+334
543
$923K 0.01%
10,960
+713
544
$920K 0.01%
27,213
+7,735
545
$917K 0.01%
8,945
+231
546
$916K 0.01%
23,897
+3,540
547
$916K 0.01%
11,707
+624
548
$912K 0.01%
11,287
+49
549
$907K 0.01%
5,200
+173
550
$906K 0.01%
47,747
-746
20 21
22
23 24