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
751
$486K ﹤0.01%
5,023
+636
752
$484K ﹤0.01%
15,292
+4,040
753
$484K ﹤0.01%
5,408
-238
754
$483K ﹤0.01%
23,212
+11,527
755
$483K ﹤0.01%
1,989
+800
756
$482K ﹤0.01%
7,277
-1,207
757
$482K ﹤0.01%
9,051
-9,568
758
$479K ﹤0.01%
8,022
+130
759
$478K ﹤0.01%
14,536
+354
760
$478K ﹤0.01%
26,360
+6,006
761
$477K ﹤0.01%
35,095
+17,894
762
$476K ﹤0.01%
7,209
+5
763
$475K ﹤0.01%
15,722
+564
764
$473K ﹤0.01%
3,735
+1,792
765
$472K ﹤0.01%
3,507
+1,390
766
$471K ﹤0.01%
12,574
+4,676
767
$470K ﹤0.01%
3,830
+735
768
$468K ﹤0.01%
2,715
+848
769
$467K ﹤0.01%
6,142
-232
770
$465K ﹤0.01%
15,181
+2,677
771
$463K ﹤0.01%
11,030
+3,947
772
$457K ﹤0.01%
3,780
-674
773
$457K ﹤0.01%
5,518
-2,311
774
$456K ﹤0.01%
2,556
+96
775
$455K ﹤0.01%
8,770
+2,142
29 30
31
32 33