SHFA

SC&H Financial Advisors Portfolio holdings

AUM $586M
1-Year Est. Return 13.02%
This Quarter Est. Return
1 Year Est. Return
+13.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$10.6M
3
+$8.44M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$7.91M
5
AAPL icon
Apple
AAPL
+$6.72M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.84%
2 Consumer Staples 6.49%
3 Financials 6.36%
4 Healthcare 4.07%
5 Communication Services 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.83%
+8,385
27
$1.43M 0.79%
+11,091
28
$1.38M 0.76%
+6,388
29
$1.36M 0.75%
+8,110
30
$1.35M 0.75%
+44,090
31
$1.34M 0.74%
+8,479
32
$1.33M 0.74%
+3,214
33
$1.28M 0.71%
+46,867
34
$1.26M 0.7%
+8,385
35
$1.21M 0.67%
+4,761
36
$1.18M 0.65%
+12,931
37
$1.14M 0.63%
+16,590
38
$1.11M 0.62%
+9,785
39
$1.11M 0.61%
+8,153
40
$1.09M 0.6%
+18,177
41
$1.07M 0.59%
+5,850
42
$990K 0.55%
+1,484
43
$967K 0.53%
+5,800
44
$960K 0.53%
+2,671
45
$930K 0.51%
+8,121
46
$921K 0.51%
+4,077
47
$864K 0.48%
+5,960
48
$859K 0.47%
+8,895
49
$832K 0.46%
+2,781
50
$828K 0.46%
+11,510
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