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
951
$301K ﹤0.01%
+13,379
952
$301K ﹤0.01%
2,976
-3
953
$300K ﹤0.01%
2,911
-26
954
$298K ﹤0.01%
+3,510
955
$298K ﹤0.01%
+45,542
956
$298K ﹤0.01%
+822
957
$297K ﹤0.01%
5,624
+1,054
958
$297K ﹤0.01%
1,459
+173
959
$296K ﹤0.01%
+6,683
960
$295K ﹤0.01%
+2,929
961
$295K ﹤0.01%
16,612
+1,546
962
$294K ﹤0.01%
+1,796
963
$294K ﹤0.01%
14,974
+562
964
$294K ﹤0.01%
+3,682
965
$294K ﹤0.01%
34,499
-3,760
966
$293K ﹤0.01%
3,632
+415
967
$292K ﹤0.01%
+3,637
968
$290K ﹤0.01%
2,694
969
$290K ﹤0.01%
1,790
-127
970
$290K ﹤0.01%
+5,154
971
$290K ﹤0.01%
+2,813
972
$286K ﹤0.01%
3,711
-990
973
$285K ﹤0.01%
+14,029
974
$285K ﹤0.01%
4,848
975
$283K ﹤0.01%
529
-14
37 38
39
40 41