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
576
$841K 0.01%
3,711
+475
577
$841K 0.01%
28,716
-8,867
578
$841K 0.01%
41,267
-2,341
579
$840K 0.01%
3,383
+404
580
$837K 0.01%
1,045
+125
581
$836K 0.01%
4,006
+451
582
$836K 0.01%
6,892
-205
583
$836K 0.01%
27,928
+187
584
$830K 0.01%
28,936
-4,235
585
$825K 0.01%
11,946
+130
586
$824K 0.01%
16,343
+2,417
587
$822K 0.01%
9,919
-4,517
588
$816K 0.01%
+15,052
589
$816K 0.01%
1,025
+82
590
$815K 0.01%
9,047
+1,727
591
$814K 0.01%
27,308
-628
592
$813K 0.01%
25,559
+191
593
$813K 0.01%
6,304
+895
594
$812K 0.01%
7,390
+1,376
595
$807K 0.01%
8,015
-390
596
$806K 0.01%
14,404
-1,253
597
$805K 0.01%
9,492
-14
598
$805K 0.01%
51,476
+11,537
599
$801K 0.01%
15,167
+2,474
600
$800K 0.01%
6,037
-1,353
22 23
24
25 26