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
$303M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.43M
3
+$1.19M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.09M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$817K

Top Sells

1
+$1.21M
2
+$260K
3
+$207K
4
TROW icon
T. Rowe Price
TROW
+$201K
5
MSFT icon
Microsoft
MSFT
+$192K

Sector Composition

1 Technology 5.55%
2 Financials 2.28%
3 Consumer Staples 1.65%
4 Healthcare 1.55%
5 Utilities 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 0.68%
80,044
+1,205
27
$1.81M 0.6%
15,140
-21
28
$1.8M 0.6%
62,660
+119
29
$1.79M 0.59%
18,440
-675
30
$1.72M 0.57%
7,817
-123
31
$1.59M 0.53%
32,320
+120
32
$1.59M 0.53%
6,694
+421
33
$1.58M 0.52%
2,927
-1
34
$1.49M 0.49%
15,257
+799
35
$1.43M 0.47%
22,700
+38
36
$1.42M 0.47%
18,788
+1,374
37
$1.37M 0.45%
29,912
+1,847
38
$1.29M 0.43%
9,350
+24
39
$1.28M 0.42%
5,247
+10
40
$1.26M 0.42%
51,309
+77
41
$1.26M 0.42%
26,927
-537
42
$1.25M 0.41%
30,191
-2,250
43
$1.25M 0.41%
15,761
+75
44
$1.23M 0.41%
23,131
+110
45
$1.22M 0.4%
3,111
+259
46
$1.22M 0.4%
7,371
+20
47
$1.15M 0.38%
25,298
+194
48
$1.15M 0.38%
2,385
-4
49
$1.14M 0.38%
44,865
+32,126
50
$1.14M 0.38%
27,786
+2,618
1
2
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