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
$181M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$10.6M
3
+$8.44M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$7.91M
5
AAPL icon
Apple
AAPL
+$6.72M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.84%
2 Consumer Staples 6.49%
3 Financials 6.36%
4 Healthcare 4.07%
5 Communication Services 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$819K 0.45%
+6,319
52
$813K 0.45%
+3,193
53
$807K 0.45%
+15,600
54
$795K 0.44%
+10,106
55
$763K 0.42%
+6,691
56
$755K 0.42%
+3,096
57
$740K 0.41%
+2,797
58
$702K 0.39%
+1,238
59
$685K 0.38%
+2,666
60
$683K 0.38%
+2,342
61
$666K 0.37%
+1,980
62
$664K 0.37%
+3,882
63
$638K 0.35%
+21,471
64
$632K 0.35%
+1,524
65
$629K 0.35%
+12,725
66
$627K 0.35%
+2,426
67
$626K 0.35%
+2,337
68
$625K 0.35%
+12,129
69
$616K 0.34%
+14,155
70
$612K 0.34%
+1,538
71
$605K 0.33%
+3,204
72
$586K 0.32%
+10,678
73
$584K 0.32%
+5,268
74
$579K 0.32%
+2,700
75
$572K 0.32%
+5,996
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3
4 5