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
701
$567K ﹤0.01%
17,485
+1,766
702
$565K ﹤0.01%
11,943
+1,058
703
$565K ﹤0.01%
5,885
704
$563K ﹤0.01%
+17,380
705
$563K ﹤0.01%
4,401
+628
706
$563K ﹤0.01%
1,851
+343
707
$562K ﹤0.01%
4,792
-44
708
$561K ﹤0.01%
8,352
-1,667
709
$554K ﹤0.01%
+8,064
710
$554K ﹤0.01%
7,512
+49
711
$553K ﹤0.01%
2,302
+546
712
$552K ﹤0.01%
5,225
+359
713
$546K ﹤0.01%
18,924
+9,751
714
$546K ﹤0.01%
4,543
+427
715
$544K ﹤0.01%
1,456
+282
716
$542K ﹤0.01%
7,611
+3,314
717
$537K ﹤0.01%
5,233
+1,125
718
$533K ﹤0.01%
4,561
+1,389
719
$530K ﹤0.01%
33,608
-11,745
720
$527K ﹤0.01%
5,486
+334
721
$524K ﹤0.01%
20,631
+4,292
722
$522K ﹤0.01%
444
+126
723
$521K ﹤0.01%
15,551
+8,278
724
$520K ﹤0.01%
11,930
+3,055
725
$519K ﹤0.01%
9,266
27 28
29
30 31