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
$214M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$4.37M
3
+$4.26M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$3.52M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.51M

Top Sells

1
+$1.76M
2
+$856K
3
+$828K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$709K
5
HCA icon
HCA Healthcare
HCA
+$641K

Sector Composition

1 Technology 5.97%
2 Consumer Staples 4.56%
3 Financials 3.39%
4 Healthcare 2.68%
5 Utilities 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$896K 0.42%
1,649
+170
52
$890K 0.42%
5,051
+169
53
$869K 0.41%
7,720
-713
54
$864K 0.4%
3,149
-66
55
$847K 0.39%
7,202
-809
56
$831K 0.39%
17,539
+6,875
57
$809K 0.38%
4,778
-4,190
58
$762K 0.36%
10,762
+2,890
59
$741K 0.35%
8,896
60
$729K 0.34%
16,115
+8,790
61
$722K 0.34%
4,114
+5
62
$698K 0.33%
5,295
-2,036
63
$692K 0.32%
4,652
+1,539
64
$669K 0.31%
3,768
+411
65
$666K 0.31%
+15,146
66
$665K 0.31%
2,436
-165
67
$653K 0.3%
+14,969
68
$647K 0.3%
10,359
+117
69
$626K 0.29%
8,133
-142
70
$625K 0.29%
12,520
-793
71
$614K 0.29%
+29,184
72
$596K 0.28%
6,270
73
$594K 0.28%
20,055
+565
74
$589K 0.27%
22,739
+1,268
75
$586K 0.27%
11,354
-1,034
1 2
3
4 5