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
$241M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.75M
3
+$2.3M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$2M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.76M

Top Sells

1
+$533K
2
+$470K
3
+$444K
4
TWTR
Twitter, Inc.
TWTR
+$421K
5
EDIV icon
SPDR S&P Emerging Markets Dividend ETF
EDIV
+$350K

Sector Composition

1 Technology 4.18%
2 Consumer Staples 4.04%
3 Financials 2.58%
4 Healthcare 1.9%
5 Utilities 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 0.81%
78,663
+312
27
$1.92M 0.8%
22,698
-89
28
$1.78M 0.74%
62,537
-3,328
29
$1.77M 0.73%
20,487
-6,183
30
$1.75M 0.73%
38,062
+12,783
31
$1.68M 0.69%
26,242
-737
32
$1.52M 0.63%
7,958
+42
33
$1.39M 0.58%
29,841
-10,062
34
$1.26M 0.52%
9,304
+60
35
$1.25M 0.52%
2,357
-37
36
$1.25M 0.52%
7,849
+19
37
$1.24M 0.52%
13,136
-287
38
$1.24M 0.51%
14,060
-1,060
39
$1.24M 0.51%
26,627
+11,663
40
$1.23M 0.51%
2,695
-130
41
$1.21M 0.5%
12,520
-588
42
$1.19M 0.49%
25,987
+6,534
43
$1.18M 0.49%
5,667
-445
44
$1.17M 0.48%
28,383
+22,940
45
$1.15M 0.48%
14,881
-110
46
$1.15M 0.48%
22,890
+137
47
$1.13M 0.47%
51,232
+26,532
48
$1.12M 0.47%
+24,981
49
$1.12M 0.46%
8,933
+31
50
$1.1M 0.46%
5,223
+925
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2
3 4 5