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
1051
$246K ﹤0.01%
+1,468
1052
$246K ﹤0.01%
+783
1053
$246K ﹤0.01%
9,568
-640
1054
$245K ﹤0.01%
3,227
+68
1055
$243K ﹤0.01%
7,720
1056
$243K ﹤0.01%
+26,782
1057
$243K ﹤0.01%
1,689
+60
1058
$243K ﹤0.01%
+9,142
1059
$242K ﹤0.01%
+5,885
1060
$242K ﹤0.01%
8,001
-443
1061
$241K ﹤0.01%
+2,423
1062
$241K ﹤0.01%
+2,935
1063
$241K ﹤0.01%
1,015
+149
1064
$240K ﹤0.01%
+4,929
1065
$239K ﹤0.01%
+1,741
1066
$239K ﹤0.01%
4,727
-312
1067
$239K ﹤0.01%
2,163
-191
1068
$239K ﹤0.01%
+14,094
1069
$239K ﹤0.01%
9,312
1070
$239K ﹤0.01%
584
-36
1071
$238K ﹤0.01%
4,900
+651
1072
$238K ﹤0.01%
+2,881
1073
$238K ﹤0.01%
+1,768
1074
$237K ﹤0.01%
+1,485
1075
$237K ﹤0.01%
+2,916
41 42
43
44 45