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
1201
$87.3K ﹤0.01%
+10,587
1202
$87.3K ﹤0.01%
+16,861
1203
$86.5K ﹤0.01%
+20,070
1204
$86.1K ﹤0.01%
+15,494
1205
$82.4K ﹤0.01%
+11,318
1206
$77.4K ﹤0.01%
+15,325
1207
$74.8K ﹤0.01%
+10,899
1208
$74.4K ﹤0.01%
+21,686
1209
$72.3K ﹤0.01%
+12,615
1210
$71.6K ﹤0.01%
12,297
1211
$69.6K ﹤0.01%
+10,540
1212
$63.2K ﹤0.01%
+10,121
1213
$62.8K ﹤0.01%
10,585
-1,550
1214
$61.3K ﹤0.01%
16,785
+2,856
1215
$57.5K ﹤0.01%
+11,515
1216
$56.6K ﹤0.01%
+12,182
1217
$43K ﹤0.01%
6,614
1218
$36.6K ﹤0.01%
25,950
+10,950
1219
$36.5K ﹤0.01%
+10,056
1220
$26.3K ﹤0.01%
13,500
1221
$25.1K ﹤0.01%
16,844
+1,000
1222
$20.1K ﹤0.01%
10,050
1223
$12.8K ﹤0.01%
+11,045
1224
$7.68K ﹤0.01%
1,852
1225
– –
-10,305
47 48
49
50 51