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
1076
$237K ﹤0.01%
3,237
1077
$236K ﹤0.01%
+10,731
1078
$236K ﹤0.01%
10,156
1079
$236K ﹤0.01%
+2,142
1080
$235K ﹤0.01%
2,286
-262
1081
$235K ﹤0.01%
+4,270
1082
$234K ﹤0.01%
4,115
+13
1083
$234K ﹤0.01%
666
-11
1084
$233K ﹤0.01%
4,122
-65
1085
$232K ﹤0.01%
+7,637
1086
$232K ﹤0.01%
10,717
-4,505
1087
$232K ﹤0.01%
+9,293
1088
$231K ﹤0.01%
401
+31
1089
$230K ﹤0.01%
520
+44
1090
$229K ﹤0.01%
7,213
+3
1091
$228K ﹤0.01%
+973
1092
$227K ﹤0.01%
+2,140
1093
$227K ﹤0.01%
4,455
1094
$227K ﹤0.01%
+5,902
1095
$227K ﹤0.01%
+4,516
1096
$226K ﹤0.01%
+5,004
1097
$226K ﹤0.01%
+6,276
1098
$224K ﹤0.01%
6,473
-68
1099
$224K ﹤0.01%
2,778
-51
1100
$224K ﹤0.01%
+8,434
42 43
44
45 46