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
1176
$139K ﹤0.01%
+18,970
1177
$136K ﹤0.01%
16,014
+5,953
1178
$133K ﹤0.01%
+20,160
1179
$128K ﹤0.01%
14,957
+3,961
1180
$128K ﹤0.01%
+25,605
1181
$127K ﹤0.01%
16,381
+464
1182
$127K ﹤0.01%
+11,745
1183
$124K ﹤0.01%
+11,722
1184
$121K ﹤0.01%
+22,196
1185
$120K ﹤0.01%
10,020
+10
1186
$116K ﹤0.01%
+10,722
1187
$115K ﹤0.01%
+13,713
1188
$114K ﹤0.01%
13,597
+3,344
1189
$113K ﹤0.01%
15,640
-18,283
1190
$111K ﹤0.01%
12,433
+1,819
1191
$111K ﹤0.01%
14,276
+1,326
1192
$110K ﹤0.01%
+15,266
1193
$110K ﹤0.01%
+18,891
1194
$105K ﹤0.01%
+11,763
1195
$105K ﹤0.01%
10,445
-6,764
1196
$101K ﹤0.01%
11,186
-520
1197
$98K ﹤0.01%
+11,573
1198
$91.8K ﹤0.01%
+12,287
1199
$90.9K ﹤0.01%
+12,369
1200
$87.7K ﹤0.01%
+12,655
46 47
48
49 50