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
$408M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$3.97M
3
+$1.88M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.54M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.15M

Top Sells

1
+$498K
2
+$211K
3
+$209K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$209K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$198K

Sector Composition

1 Technology 4.55%
2 Financials 2.13%
3 Consumer Staples 1.36%
4 Communication Services 1.16%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 0.62%
62,348
+7,632
27
$2.47M 0.6%
13,534
-706
28
$2.34M 0.57%
81,466
+170
29
$2.32M 0.57%
28,990
+227
30
$2.31M 0.57%
2,723
-19
31
$2.2M 0.54%
52,980
+1,749
32
$2.06M 0.5%
34,540
+15,808
33
$1.85M 0.45%
16,430
-133
34
$1.85M 0.45%
19,042
+2,975
35
$1.73M 0.42%
22,543
-2,546
36
$1.68M 0.41%
6,397
-74
37
$1.63M 0.4%
30,439
-144
38
$1.56M 0.38%
5,260
+3
39
$1.54M 0.38%
53,239
+88
40
$1.52M 0.37%
57,605
+1,253
41
$1.51M 0.37%
7,475
+179
42
$1.5M 0.37%
21,689
+2,386
43
$1.48M 0.36%
23,533
+97
44
$1.42M 0.35%
7,784
+459
45
$1.42M 0.35%
45,561
+139
46
$1.4M 0.34%
9,284
-182
47
$1.33M 0.33%
7,270
+401
48
$1.3M 0.32%
2,947
-45
49
$1.22M 0.3%
2,392
+2
50
$1.21M 0.3%
18,620
-1,557
1
2
3 4 5