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
976
$283K ﹤0.01%
+7,077
977
$281K ﹤0.01%
1,557
+166
978
$279K ﹤0.01%
+13,634
979
$279K ﹤0.01%
+1,567
980
$277K ﹤0.01%
2,954
-1,268
981
$277K ﹤0.01%
2,819
+1,064
982
$277K ﹤0.01%
3,407
+499
983
$276K ﹤0.01%
3,823
+1,091
984
$275K ﹤0.01%
7,446
+233
985
$274K ﹤0.01%
+1,591
986
$274K ﹤0.01%
5,506
+2
987
$273K ﹤0.01%
461
+102
988
$272K ﹤0.01%
15,639
-1,695
989
$272K ﹤0.01%
15,227
+146
990
$272K ﹤0.01%
1,560
+129
991
$271K ﹤0.01%
6,437
+165
992
$271K ﹤0.01%
4,941
-401
993
$269K ﹤0.01%
2,453
+55
994
$269K ﹤0.01%
9,333
995
$268K ﹤0.01%
1,742
+45
996
$267K ﹤0.01%
+5,849
997
$267K ﹤0.01%
+5,171
998
$266K ﹤0.01%
5,418
-611
999
$265K ﹤0.01%
21,335
+5,115
1000
$265K ﹤0.01%
1,543
-100
38 39
40
41 42