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
1026
$256K ﹤0.01%
2,926
-248
1027
$256K ﹤0.01%
13,243
+834
1028
$255K ﹤0.01%
17,098
+5,652
1029
$254K ﹤0.01%
18,502
+1,222
1030
$254K ﹤0.01%
+7,053
1031
$253K ﹤0.01%
+2,757
1032
$253K ﹤0.01%
+1,033
1033
$253K ﹤0.01%
+5,042
1034
$252K ﹤0.01%
3,118
-2,648
1035
$251K ﹤0.01%
5,931
-394
1036
$251K ﹤0.01%
+468
1037
$250K ﹤0.01%
1,233
+235
1038
$250K ﹤0.01%
763
1039
$250K ﹤0.01%
517
+96
1040
$250K ﹤0.01%
+3,022
1041
$248K ﹤0.01%
3,259
+18
1042
$247K ﹤0.01%
+8,443
1043
$247K ﹤0.01%
6,120
-5,285
1044
$247K ﹤0.01%
1,858
+41
1045
$247K ﹤0.01%
2,739
+50
1046
$247K ﹤0.01%
+733
1047
$246K ﹤0.01%
10,103
-462
1048
$246K ﹤0.01%
+8,709
1049
$246K ﹤0.01%
+3,505
1050
$246K ﹤0.01%
+126
40 41
42
43 44