SHFA

SC&H Financial Advisors Portfolio holdings

AUM $613M
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$4.92M
3
+$4.67M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$3.57M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$3.45M

Top Sells

1
+$412K
2
+$310K
3
+$303K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$284K
5
TSLA icon
Tesla
TSLA
+$278K

Sector Composition

1 Technology 7.34%
2 Consumer Staples 5.28%
3 Financials 5.03%
4 Healthcare 3.19%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$918K 0.44%
2,601
-180
52
$916K 0.44%
4,109
-652
53
$889K 0.42%
5,816
-34
54
$888K 0.42%
8,896
+1
55
$873K 0.42%
1,479
-5
56
$856K 0.41%
+17,240
57
$831K 0.4%
5,940
-20
58
$759K 0.36%
3,193
59
$754K 0.36%
10,242
+136
60
$740K 0.35%
+12,388
61
$738K 0.35%
6,270
-49
62
$729K 0.35%
15,804
+3,079
63
$702K 0.33%
2,806
+9
64
$686K 0.33%
13,313
+2,635
65
$666K 0.32%
+19,490
66
$642K 0.31%
3,940
-1,860
67
$641K 0.3%
2,556
-110
68
$627K 0.3%
21,471
69
$619K 0.29%
11,510
70
$604K 0.29%
8,275
+256
71
$600K 0.29%
5,996
72
$600K 0.29%
2,800
+100
73
$595K 0.28%
3,357
-525
74
$587K 0.28%
+11,165
75
$584K 0.28%
2,246
-96
1 2
3
4 5