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
926
$322K ﹤0.01%
4,746
-1,286
927
$322K ﹤0.01%
1,911
-183
928
$321K ﹤0.01%
8,734
+1,456
929
$321K ﹤0.01%
4,391
-96
930
$319K ﹤0.01%
4,958
+796
931
$319K ﹤0.01%
+12,267
932
$319K ﹤0.01%
3,507
+2
933
$317K ﹤0.01%
+4,066
934
$317K ﹤0.01%
30,684
+12,810
935
$317K ﹤0.01%
4,716
-1,370
936
$312K ﹤0.01%
4,652
+810
937
$310K ﹤0.01%
+4,892
938
$309K ﹤0.01%
+5,662
939
$309K ﹤0.01%
+4,711
940
$307K ﹤0.01%
21,083
+1,877
941
$306K ﹤0.01%
+8,239
942
$304K ﹤0.01%
+2,100
943
$304K ﹤0.01%
1,109
+90
944
$304K ﹤0.01%
13,083
945
$304K ﹤0.01%
+1,054
946
$303K ﹤0.01%
+2,410
947
$303K ﹤0.01%
+4,128
948
$302K ﹤0.01%
2,639
-128
949
$302K ﹤0.01%
6,168
-586
950
$302K ﹤0.01%
+3,492
36 37
38
39 40