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
826
$409K ﹤0.01%
432
+89
827
$409K ﹤0.01%
14,674
+6,319
828
$406K ﹤0.01%
+26,263
829
$405K ﹤0.01%
3,895
+1,716
830
$405K ﹤0.01%
6,328
-1,494
831
$404K ﹤0.01%
+2,063
832
$404K ﹤0.01%
+7,307
833
$404K ﹤0.01%
+8,299
834
$403K ﹤0.01%
55,842
+36,108
835
$402K ﹤0.01%
5,714
-260
836
$400K ﹤0.01%
2,416
837
$399K ﹤0.01%
+15,944
838
$398K ﹤0.01%
76,034
+47,684
839
$395K ﹤0.01%
8,031
+508
840
$395K ﹤0.01%
18,181
+110
841
$393K ﹤0.01%
25,707
-5,102
842
$392K ﹤0.01%
4,947
+757
843
$391K ﹤0.01%
7,930
+24
844
$390K ﹤0.01%
1,349
+376
845
$389K ﹤0.01%
4,435
+16
846
$384K ﹤0.01%
3,252
+54
847
$383K ﹤0.01%
4,286
+152
848
$383K ﹤0.01%
+6,445
849
$382K ﹤0.01%
1,123
+106
850
$381K ﹤0.01%
25,382
+15,001
32 33
34
35 36