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
801
$433K ﹤0.01%
4,696
+659
802
$432K ﹤0.01%
11,862
+397
803
$431K ﹤0.01%
8,650
-416
804
$431K ﹤0.01%
4,056
+723
805
$430K ﹤0.01%
16,664
+6,661
806
$430K ﹤0.01%
7,918
+1,106
807
$430K ﹤0.01%
36,565
-1,089
808
$429K ﹤0.01%
3,368
+1,187
809
$429K ﹤0.01%
17,674
-918
810
$428K ﹤0.01%
4,314
-312
811
$427K ﹤0.01%
30,190
+1,939
812
$425K ﹤0.01%
5,592
+140
813
$425K ﹤0.01%
16,321
+6,078
814
$425K ﹤0.01%
1,443
+289
815
$424K ﹤0.01%
12,600
+2,756
816
$422K ﹤0.01%
+8,401
817
$421K ﹤0.01%
12,733
+2,980
818
$421K ﹤0.01%
5,284
819
$419K ﹤0.01%
10,299
820
$418K ﹤0.01%
12,081
-1,167
821
$416K ﹤0.01%
1,754
-729
822
$415K ﹤0.01%
774
+147
823
$414K ﹤0.01%
+10,248
824
$413K ﹤0.01%
1,021
+105
825
$410K ﹤0.01%
+18,761
31 32
33
34 35