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
876
$364K ﹤0.01%
2,029
+349
877
$362K ﹤0.01%
+1,395
878
$362K ﹤0.01%
5,772
+367
879
$361K ﹤0.01%
+23,422
880
$361K ﹤0.01%
3,773
881
$358K ﹤0.01%
+11,026
882
$358K ﹤0.01%
+518
883
$357K ﹤0.01%
7,399
+959
884
$357K ﹤0.01%
4,836
+360
885
$356K ﹤0.01%
3,135
+906
886
$355K ﹤0.01%
+8,233
887
$354K ﹤0.01%
+6,396
888
$354K ﹤0.01%
10,103
+1,030
889
$353K ﹤0.01%
13,556
-534
890
$353K ﹤0.01%
4,050
-335
891
$353K ﹤0.01%
7,029
-8,539
892
$351K ﹤0.01%
+3,746
893
$351K ﹤0.01%
803
+179
894
$350K ﹤0.01%
6,346
-3,944
895
$349K ﹤0.01%
+3,073
896
$348K ﹤0.01%
2,800
+507
897
$348K ﹤0.01%
3,768
898
$347K ﹤0.01%
+475
899
$346K ﹤0.01%
5,001
+1,459
900
$345K ﹤0.01%
+3,141
34 35
36
37 38