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
$214M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$4.37M
3
+$4.26M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$3.52M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.51M

Top Sells

1
+$1.76M
2
+$856K
3
+$828K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$709K
5
HCA icon
HCA Healthcare
HCA
+$641K

Sector Composition

1 Technology 5.97%
2 Consumer Staples 4.56%
3 Financials 3.39%
4 Healthcare 2.68%
5 Utilities 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$571K 0.27%
+14,951
77
$566K 0.26%
7,375
+400
78
$555K 0.26%
12,904
+3,739
79
$538K 0.25%
10,198
-6,174
80
$534K 0.25%
2,163
-139
81
$534K 0.25%
12,830
-2,974
82
$529K 0.25%
2,900
+100
83
$506K 0.24%
2,943
-108
84
$488K 0.23%
11,450
-60
85
$488K 0.23%
+8,293
86
$472K 0.22%
5,056
-132
87
$466K 0.22%
3,449
+243
88
$458K 0.21%
2,038
-208
89
$439K 0.2%
3,918
+1,814
90
$432K 0.2%
9,717
-1,448
91
$429K 0.2%
+9,156
92
$418K 0.19%
10,323
-735
93
$409K 0.19%
1
94
$409K 0.19%
2,341
-47
95
$404K 0.19%
5,300
96
$384K 0.18%
4,007
+1,870
97
$380K 0.18%
6,125
+2,060
98
$372K 0.17%
8,898
-457
99
$371K 0.17%
2,560
-98
100
$369K 0.17%
1,008
-140
2 3
4
5 6