SHFA

SC&H Financial Advisors Portfolio holdings

AUM $663M
1-Year Est. Return 19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$613M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$1.75M
3
+$1.28M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.26M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$925K

Top Sells

1
+$3.94M
2
+$2.9M
3
+$2.14M
4
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$1.44M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.24M

Sector Composition

1 Technology 3.9%
2 Financials 1.81%
3 Communication Services 1.11%
4 Consumer Staples 0.94%
5 Consumer Discretionary 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.25%
7,325
-472
52
$1.48M 0.24%
7,917
-1,276
53
$1.45M 0.24%
8,333
-882
54
$1.36M 0.22%
1,848
-105
55
$1.32M 0.21%
2,616
-75
56
$1.28M 0.21%
28,716
+1,878
57
$1.26M 0.21%
9,432
+28
58
$1.22M 0.2%
4,803
-580
59
$1.15M 0.19%
5,230
-319
60
$1.14M 0.19%
15,543
+29
61
$1.13M 0.18%
3,416
+68
62
$1.12M 0.18%
15,214
-304
63
$1.06M 0.17%
3,622
+51
64
$1.05M 0.17%
11,221
-516
65
$1.04M 0.17%
6,600
66
$1.04M 0.17%
2,573
+14
67
$1.03M 0.17%
+12,466
68
$954K 0.16%
12,992
-28
69
$946K 0.15%
20,038
-233
70
$930K 0.15%
4,532
-32
71
$905K 0.15%
13,874
+69
72
$899K 0.15%
1,498
+147
73
$850K 0.14%
3,514
-1,238
74
$834K 0.14%
5,959
-433
75
$833K 0.14%
7,012
-267
1 2
3
4 5