SHFA
SC&H Financial Advisors Portfolio holdings
AUM
$586M
This Quarter Return
+7.05%
1 Year Return
+13.02%
3 Year Return
+49%
5 Year Return
–
10 Year Return
–
AUM
$384M
AUM Growth
+$384M
(+11%)
Cap. Flow
+$15M
Cap. Flow
% of AUM
3.9%
Top 10 Holdings %
Top 10 Hldgs %
58.47%
Holding
147
New
9
Increased
63
Reduced
43
Closed
4
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$3.83M |
| 2 |
Avantis US Equity ETF
AVUS
|
$3.08M |
| 3 |
Dimensional International Core Equity 2 ETF
DFIC
|
$1.29M |
| 4 |
Dimensional US Core Equity Market ETF
DFAU
|
$1.21M |
| 5 |
Dimensional US Equity ETF
DFUS
|
$1.02M |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$373K |
| 2 |
Microsoft
MSFT
|
$346K |
| 3 |
Linde
LIN
|
$315K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$311K |
| 5 |
DTE Energy
DTE
|
$222K |
Sector Composition
| 1 | Technology | 4.43% |
| 2 | Financials | 2.39% |
| 3 | Consumer Staples | 1.28% |
| 4 | Healthcare | 1.08% |
| 5 | Communication Services | 1.06% |
