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
651
$660K ﹤0.01%
31,897
-10,202
652
$657K ﹤0.01%
6,840
+1,070
653
$657K ﹤0.01%
6,250
-1,249
654
$657K ﹤0.01%
12,753
655
$654K ﹤0.01%
11,579
-639
656
$652K ﹤0.01%
5,896
+2,462
657
$652K ﹤0.01%
56,792
-1,503
658
$652K ﹤0.01%
38,898
+969
659
$644K ﹤0.01%
10,123
+1,551
660
$644K ﹤0.01%
3,241
+3
661
$642K ﹤0.01%
8,663
+1,170
662
$642K ﹤0.01%
9,252
-618
663
$641K ﹤0.01%
7,753
-40
664
$639K ﹤0.01%
3,238
+56
665
$639K ﹤0.01%
2,593
+792
666
$638K ﹤0.01%
5,366
+1,119
667
$633K ﹤0.01%
4,444
+506
668
$631K ﹤0.01%
21,223
+3,168
669
$629K ﹤0.01%
5,740
+113
670
$627K ﹤0.01%
19,101
+1,567
671
$625K ﹤0.01%
3,226
+956
672
$620K ﹤0.01%
14,612
-28
673
$611K ﹤0.01%
10,289
674
$611K ﹤0.01%
+18,157
675
$610K ﹤0.01%
8,046
+304
25 26
27
28 29