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
$241M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.75M
3
+$2.3M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$2M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.76M

Top Sells

1
+$533K
2
+$470K
3
+$444K
4
TWTR
Twitter, Inc.
TWTR
+$421K
5
EDIV icon
SPDR S&P Emerging Markets Dividend ETF
EDIV
+$350K

Sector Composition

1 Technology 4.18%
2 Consumer Staples 4.04%
3 Financials 2.58%
4 Healthcare 1.9%
5 Utilities 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.46%
13,106
-406
52
$1.08M 0.45%
9,370
-360
53
$1.04M 0.43%
13,793
+3,067
54
$983K 0.41%
5,354
+13
55
$907K 0.38%
6,459
+573
56
$906K 0.38%
6,756
-134
57
$880K 0.36%
2,531
-169
58
$870K 0.36%
15,721
+2,015
59
$867K 0.36%
2,746
-107
60
$856K 0.35%
8,363
-310
61
$842K 0.35%
4,827
+38
62
$833K 0.35%
+20,255
63
$812K 0.34%
7,202
64
$811K 0.34%
16,765
+1,810
65
$751K 0.31%
12,973
-7,664
66
$742K 0.31%
4,128
+7
67
$736K 0.31%
8,883
+15
68
$726K 0.3%
2,351
-77
69
$720K 0.3%
1,308
-160
70
$680K 0.28%
9,702
-560
71
$680K 0.28%
10,359
+21
72
$655K 0.27%
+30,976
73
$651K 0.27%
3,193
74
$643K 0.27%
7,249
+60
75
$625K 0.26%
20,140
+60
1 2
3
4 5