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
$303M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.43M
3
+$1.19M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.09M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$817K

Top Sells

1
+$1.21M
2
+$260K
3
+$207K
4
TROW icon
T. Rowe Price
TROW
+$201K
5
MSFT icon
Microsoft
MSFT
+$192K

Sector Composition

1 Technology 5.55%
2 Financials 2.28%
3 Consumer Staples 1.65%
4 Healthcare 1.55%
5 Utilities 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.37%
10,079
+1
52
$1.11M 0.37%
7,608
+723
53
$1.1M 0.36%
8,976
+23
54
$1.06M 0.35%
5,320
-43
55
$1.02M 0.34%
24,472
+15,834
56
$952K 0.31%
3,066
+2
57
$942K 0.31%
12,992
+115
58
$938K 0.31%
16,293
+154
59
$932K 0.31%
4,975
+199
60
$922K 0.3%
8,169
-10,679
61
$897K 0.3%
12,648
-458
62
$886K 0.29%
7,225
63
$883K 0.29%
9,076
64
$874K 0.29%
7,229
-3
65
$871K 0.29%
5,742
-314
66
$845K 0.28%
13,491
+249
67
$829K 0.27%
4,028
+1
68
$825K 0.27%
2,419
-4
69
$780K 0.26%
7,829
+20
70
$772K 0.26%
1,480
-1
71
$767K 0.25%
8,791
-149
72
$737K 0.24%
4,112
-8
73
$707K 0.23%
10,990
-30
74
$703K 0.23%
3,193
75
$698K 0.23%
32,429
-1,175
1 2
3
4 5