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
776
$453K ﹤0.01%
8,086
+1,295
777
$453K ﹤0.01%
3,758
+1,990
778
$451K ﹤0.01%
859
-31
779
$450K ﹤0.01%
4,339
+978
780
$447K ﹤0.01%
1,282
+44
781
$445K ﹤0.01%
4,383
+597
782
$443K ﹤0.01%
+45,660
783
$443K ﹤0.01%
+1,311
784
$443K ﹤0.01%
5,939
+2,220
785
$443K ﹤0.01%
4,586
-370
786
$442K ﹤0.01%
6,025
-3
787
$442K ﹤0.01%
576
+126
788
$441K ﹤0.01%
+24,126
789
$441K ﹤0.01%
22,592
+1,016
790
$440K ﹤0.01%
5,687
+1,608
791
$439K ﹤0.01%
+8,186
792
$438K ﹤0.01%
1,878
+61
793
$438K ﹤0.01%
8,585
-20
794
$437K ﹤0.01%
4,009
+611
795
$437K ﹤0.01%
4,191
-25
796
$434K ﹤0.01%
20,722
+1,550
797
$434K ﹤0.01%
20,321
+4,228
798
$434K ﹤0.01%
1,628
+184
799
$433K ﹤0.01%
+8,615
800
$433K ﹤0.01%
4,606
-934
30 31
32
33 34