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
$458M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.45M
3
+$2.1M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.87M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.78M

Top Sells

1
+$191K
2
+$165K
3
+$159K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$106K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$101K

Sector Composition

1 Technology 4.27%
2 Financials 2.12%
3 Consumer Staples 1.36%
4 Healthcare 1.02%
5 Communication Services 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.86M 0.62%
14,432
+14
27
$2.81M 0.61%
22,384
+10
28
$2.65M 0.58%
62,381
+33
29
$2.61M 0.57%
84,858
+3,392
30
$2.46M 0.54%
29,329
+339
31
$2.41M 0.53%
2,723
32
$2.25M 0.49%
13,556
+22
33
$1.99M 0.43%
16,593
+163
34
$1.94M 0.42%
19,129
+87
35
$1.91M 0.42%
24,257
+1,714
36
$1.74M 0.38%
30,273
-166
37
$1.72M 0.37%
6,241
-156
38
$1.67M 0.36%
22,543
+854
39
$1.65M 0.36%
5,263
+3
40
$1.65M 0.36%
+32,506
41
$1.64M 0.36%
59,101
+1,496
42
$1.58M 0.34%
45,675
+114
43
$1.57M 0.34%
7,815
+31
44
$1.56M 0.34%
23,631
+98
45
$1.55M 0.34%
50,307
-2,932
46
$1.54M 0.34%
9,155
-129
47
$1.51M 0.33%
7,138
-337
48
$1.41M 0.31%
2,849
-98
49
$1.4M 0.31%
2,393
+1
50
$1.34M 0.29%
18,649
+29
1
2
3 4 5