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
$181M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$10.6M
3
+$8.44M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$7.91M
5
AAPL icon
Apple
AAPL
+$6.72M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.84%
2 Consumer Staples 6.49%
3 Financials 6.36%
4 Healthcare 4.07%
5 Communication Services 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$565K 0.31%
+4,367
77
$553K 0.31%
+8,168
78
$552K 0.3%
+12,780
79
$547K 0.3%
+6,766
80
$538K 0.3%
+11,148
81
$526K 0.29%
+10,945
82
$518K 0.29%
+3,054
83
$500K 0.28%
+8,019
84
$498K 0.27%
+2,064
85
$496K 0.27%
+4,243
86
$492K 0.27%
+3,179
87
$476K 0.26%
+9,466
88
$476K 0.26%
+10,047
89
$471K 0.26%
+4,954
90
$468K 0.26%
+3,274
91
$460K 0.25%
+6,478
92
$458K 0.25%
+270
93
$457K 0.25%
+8,589
94
$451K 0.25%
+1
95
$450K 0.25%
+6,524
96
$444K 0.25%
+10,788
97
$440K 0.24%
+2,176
98
$437K 0.24%
+5,630
99
$437K 0.24%
+8,410
100
$431K 0.24%
+5,300
2 3
4
5 6