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
726
$517K ﹤0.01%
12,839
+664
727
$517K ﹤0.01%
9,509
+3,885
728
$516K ﹤0.01%
6,485
-42
729
$515K ﹤0.01%
1,275
+279
730
$515K ﹤0.01%
3,799
+1,775
731
$513K ﹤0.01%
6,627
+921
732
$510K ﹤0.01%
11,024
+1,980
733
$509K ﹤0.01%
3,848
+134
734
$507K ﹤0.01%
1,666
+158
735
$506K ﹤0.01%
6,784
+1,178
736
$503K ﹤0.01%
22,147
+3,358
737
$502K ﹤0.01%
+9,698
738
$502K ﹤0.01%
38,881
-2,527
739
$500K ﹤0.01%
4,374
+979
740
$498K ﹤0.01%
14,978
-152
741
$496K ﹤0.01%
7,430
+111
742
$495K ﹤0.01%
8,889
-9,517
743
$494K ﹤0.01%
2,624
+792
744
$494K ﹤0.01%
+5,014
745
$492K ﹤0.01%
1,764
+179
746
$490K ﹤0.01%
6,814
-127
747
$488K ﹤0.01%
1,569
+263
748
$488K ﹤0.01%
9,359
-1,615
749
$487K ﹤0.01%
3,375
+136
750
$486K ﹤0.01%
2,966
+549
28 29
30
31 32