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
1151
$195K ﹤0.01%
+10,930
1152
$193K ﹤0.01%
+25,268
1153
$192K ﹤0.01%
16,493
1154
$192K ﹤0.01%
13,377
1155
$185K ﹤0.01%
+11,711
1156
$185K ﹤0.01%
43,532
+20,483
1157
$182K ﹤0.01%
+13,655
1158
$181K ﹤0.01%
11,405
-3,397
1159
$173K ﹤0.01%
12,603
+1,525
1160
$171K ﹤0.01%
10,233
+185
1161
$169K ﹤0.01%
11,875
1162
$166K ﹤0.01%
+10,115
1163
$164K ﹤0.01%
+12,713
1164
$160K ﹤0.01%
+36,116
1165
$157K ﹤0.01%
13,473
-5,664
1166
$155K ﹤0.01%
+13,900
1167
$154K ﹤0.01%
+17,801
1168
$153K ﹤0.01%
+10,942
1169
$152K ﹤0.01%
+14,299
1170
$148K ﹤0.01%
+17,212
1171
$148K ﹤0.01%
+15,345
1172
$147K ﹤0.01%
+12,500
1173
$147K ﹤0.01%
16,432
-13,515
1174
$146K ﹤0.01%
+10,369
1175
$140K ﹤0.01%
+16,554
45 46
47
48 49