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
551
$901K 0.01%
4,919
+223
552
$901K 0.01%
14,893
+548
553
$899K 0.01%
9,696
+2,781
554
$898K 0.01%
7,919
+1,592
555
$896K 0.01%
11,257
-84
556
$896K 0.01%
8,911
-2,361
557
$896K 0.01%
8,253
-140
558
$894K 0.01%
7,232
+30
559
$893K 0.01%
9,949
+2,052
560
$893K 0.01%
13,118
+1,870
561
$893K 0.01%
2,898
+891
562
$889K 0.01%
7,494
-217
563
$886K 0.01%
6,593
-207
564
$885K 0.01%
6,387
+2,398
565
$872K 0.01%
4,821
+1,271
566
$869K 0.01%
333
+30
567
$866K 0.01%
13,286
+1,764
568
$865K 0.01%
7,262
+445
569
$863K 0.01%
1,042
-31
570
$860K 0.01%
18,874
+4,623
571
$851K 0.01%
19,537
+1,620
572
$847K 0.01%
6,048
+32
573
$845K 0.01%
9,551
+4,554
574
$844K 0.01%
10,819
-367
575
$844K 0.01%
16,836
21 22
23
24 25