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
$458M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.45M
3
+$2.1M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.87M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.78M

Top Sells

1
+$191K
2
+$165K
3
+$159K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$106K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$101K

Sector Composition

1 Technology 4.27%
2 Financials 2.12%
3 Consumer Staples 1.36%
4 Healthcare 1.02%
5 Communication Services 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.28%
5,376
-3
52
$1.25M 0.27%
43,294
+3,716
53
$1.22M 0.27%
7,272
+2
54
$1.21M 0.26%
17,051
+91
55
$1.19M 0.26%
8,390
56
$1.14M 0.25%
24,125
-595
57
$1.12M 0.25%
2,439
58
$1.12M 0.24%
6,470
+11
59
$1.08M 0.24%
2,665
60
$1.07M 0.23%
1,876
+62
61
$1.07M 0.23%
12,813
62
$1.05M 0.23%
4,765
-151
63
$1,000K 0.22%
7,450
-400
64
$960K 0.21%
13,214
-1,031
65
$959K 0.21%
4,659
-1
66
$944K 0.21%
14,584
+45
67
$911K 0.2%
7,785
+4
68
$906K 0.2%
19,227
-75
69
$898K 0.2%
6,600
70
$870K 0.19%
3,571
71
$866K 0.19%
3,281
72
$823K 0.18%
20,267
+54
73
$818K 0.18%
10,129
+5
74
$777K 0.17%
2,867
+3
75
$760K 0.17%
6,020
-18
1 2
3
4 5