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
1101
$224K ﹤0.01%
3,759
-1,048
1102
$223K ﹤0.01%
7,573
+875
1103
$223K ﹤0.01%
+8,855
1104
$223K ﹤0.01%
+3,253
1105
$223K ﹤0.01%
12,361
-1,510
1106
$223K ﹤0.01%
2,727
+7
1107
$222K ﹤0.01%
5,856
+64
1108
$222K ﹤0.01%
+6,142
1109
$221K ﹤0.01%
+2,109
1110
$220K ﹤0.01%
+5,570
1111
$218K ﹤0.01%
+2,719
1112
$218K ﹤0.01%
+1,695
1113
$218K ﹤0.01%
+2,498
1114
$217K ﹤0.01%
3,541
-870
1115
$217K ﹤0.01%
4,421
-131
1116
$217K ﹤0.01%
14,332
-5,208
1117
$216K ﹤0.01%
32,750
+18,991
1118
$215K ﹤0.01%
2,120
-122
1119
$215K ﹤0.01%
12,379
-1,244
1120
$214K ﹤0.01%
2,643
-620
1121
$214K ﹤0.01%
12,055
+1,783
1122
$212K ﹤0.01%
+5,788
1123
$212K ﹤0.01%
2,915
1124
$211K ﹤0.01%
+15,133
1125
$211K ﹤0.01%
+1,709
43 44
45
46 47