SHFA

SC&H Financial Advisors Portfolio holdings

AUM $663M
1-Year Est. Return 19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$613M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$1.75M
3
+$1.28M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.26M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$925K

Top Sells

1
+$3.94M
2
+$2.9M
3
+$2.14M
4
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$1.44M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.24M

Sector Composition

1 Technology 3.9%
2 Financials 1.81%
3 Communication Services 1.11%
4 Consumer Staples 0.94%
5 Consumer Discretionary 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.31M 0.54%
22,710
-82
27
$3.22M 0.52%
13,229
+21
28
$3.12M 0.51%
122,147
-4,307
29
$2.9M 0.47%
68,842
+2,961
30
$2.89M 0.47%
90,626
-15,698
31
$2.65M 0.43%
26,384
+4,027
32
$2.57M 0.42%
35,753
-1,443
33
$2.51M 0.41%
29,879
-171
34
$2.46M 0.4%
2,656
-33
35
$2.27M 0.37%
27,260
-862
36
$2.24M 0.37%
9,217
-787
37
$2.18M 0.36%
6,924
-68
38
$2.1M 0.34%
6,151
-134
39
$2.04M 0.33%
9,462
-5,008
40
$2.03M 0.33%
14,739
-1,480
41
$1.99M 0.32%
25,248
+221
42
$1.93M 0.31%
5,273
+2
43
$1.87M 0.31%
28,431
-1,561
44
$1.8M 0.29%
59,339
+43
45
$1.75M 0.29%
64,055
+445
46
$1.7M 0.28%
23,511
+58
47
$1.62M 0.26%
2,853
+4
48
$1.56M 0.25%
46,395
+114
49
$1.56M 0.25%
47,487
-14,459
50
$1.55M 0.25%
17,438
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