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
626
$720K 0.01%
1,761
-2
627
$715K 0.01%
6,229
-281
628
$712K 0.01%
4,511
+2,130
629
$710K 0.01%
7,784
+3,762
630
$707K 0.01%
22,133
+7,589
631
$707K 0.01%
8,658
+26
632
$704K 0.01%
2,399
+150
633
$690K 0.01%
5,407
+53
634
$687K ﹤0.01%
15,349
-2,170
635
$682K ﹤0.01%
4,273
+1,643
636
$681K ﹤0.01%
8,189
+67
637
$678K ﹤0.01%
2,212
+271
638
$677K ﹤0.01%
5,237
+1,140
639
$675K ﹤0.01%
1,927
-247
640
$674K ﹤0.01%
2,438
+17
641
$672K ﹤0.01%
23,912
+3,431
642
$671K ﹤0.01%
3,814
-146
643
$670K ﹤0.01%
3,589
+657
644
$670K ﹤0.01%
2,149
+457
645
$668K ﹤0.01%
3,052
+677
646
$668K ﹤0.01%
24,389
-1,575
647
$666K ﹤0.01%
9,820
-295
648
$665K ﹤0.01%
25,124
+5,007
649
$663K ﹤0.01%
4,231
+765
650
$660K ﹤0.01%
9,933
+3,127
24 25
26
27 28