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
$214M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$4.37M
3
+$4.26M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$3.52M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.51M

Top Sells

1
+$1.76M
2
+$856K
3
+$828K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$709K
5
HCA icon
HCA Healthcare
HCA
+$641K

Sector Composition

1 Technology 5.97%
2 Consumer Staples 4.56%
3 Financials 3.39%
4 Healthcare 2.68%
5 Utilities 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 0.77%
16,178
+4,420
27
$1.56M 0.73%
31,884
+14,272
28
$1.52M 0.71%
3,165
-105
29
$1.48M 0.69%
2,884
-62
30
$1.42M 0.66%
14,288
+4,297
31
$1.41M 0.66%
32,875
+11,356
32
$1.4M 0.65%
58,030
+22,949
33
$1.36M 0.63%
33,704
+26,000
34
$1.35M 0.63%
6,880
+559
35
$1.34M 0.63%
+28,620
36
$1.3M 0.6%
8,650
+255
37
$1.29M 0.6%
11,292
+3,329
38
$1.24M 0.58%
14,646
+1,709
39
$1.23M 0.57%
6,503
-490
40
$1.21M 0.56%
13,091
-1,359
41
$1.2M 0.56%
14,940
-7,466
42
$1.18M 0.55%
20,709
+12,832
43
$1.14M 0.53%
9,568
-136
44
$1.13M 0.53%
8,737
+319
45
$1.05M 0.49%
8,874
+1
46
$976K 0.46%
4,695
+1,889
47
$967K 0.45%
4,909
+1,716
48
$959K 0.45%
3,041
+380
49
$906K 0.42%
+19,655
50
$896K 0.42%
8,180
+2,240
1
2
3 4 5