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
676
$608K ﹤0.01%
10,377
+5,817
677
$607K ﹤0.01%
332
+7
678
$606K ﹤0.01%
1,069
+312
679
$605K ﹤0.01%
3,449
+410
680
$605K ﹤0.01%
7,608
681
$603K ﹤0.01%
1,723
+220
682
$600K ﹤0.01%
27,497
+258
683
$600K ﹤0.01%
1,222
+381
684
$599K ﹤0.01%
4,434
+1,992
685
$599K ﹤0.01%
5,423
+1,631
686
$598K ﹤0.01%
2,219
-65
687
$596K ﹤0.01%
14,774
+1,085
688
$594K ﹤0.01%
28,034
+1,918
689
$594K ﹤0.01%
3,697
+273
690
$592K ﹤0.01%
2,468
-76
691
$590K ﹤0.01%
+8,512
692
$589K ﹤0.01%
9,408
+3,642
693
$589K ﹤0.01%
13,164
+4,219
694
$588K ﹤0.01%
17,344
+1,176
695
$587K ﹤0.01%
13,967
+2,277
696
$584K ﹤0.01%
12,149
+4,658
697
$578K ﹤0.01%
20,901
+3,725
698
$578K ﹤0.01%
14,176
-5,357
699
$574K ﹤0.01%
3,169
+547
700
$574K ﹤0.01%
7,731
+232
26 27
28
29 30