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
851
$381K ﹤0.01%
7,766
-433
852
$381K ﹤0.01%
3,575
-316
853
$380K ﹤0.01%
15,685
+75
854
$378K ﹤0.01%
3,009
-250
855
$378K ﹤0.01%
3,229
-42
856
$377K ﹤0.01%
+12,020
857
$377K ﹤0.01%
4,975
+427
858
$377K ﹤0.01%
+9,181
859
$377K ﹤0.01%
33,523
+123
860
$377K ﹤0.01%
+7,835
861
$376K ﹤0.01%
5,814
+76
862
$375K ﹤0.01%
5,445
-91
863
$374K ﹤0.01%
7,775
+326
864
$374K ﹤0.01%
+10,000
865
$374K ﹤0.01%
9,727
+2,444
866
$374K ﹤0.01%
3,792
-1,068
867
$372K ﹤0.01%
4,042
-198
868
$371K ﹤0.01%
9,202
+778
869
$370K ﹤0.01%
6,350
+1,248
870
$369K ﹤0.01%
4,041
+59
871
$368K ﹤0.01%
4,594
872
$368K ﹤0.01%
2,643
+249
873
$366K ﹤0.01%
+18,299
874
$366K ﹤0.01%
2,887
-138
875
$366K ﹤0.01%
15,921
-3,157
33 34
35
36 37