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
$241M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.75M
3
+$2.3M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$2M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.76M

Top Sells

1
+$533K
2
+$470K
3
+$444K
4
TWTR
Twitter, Inc.
TWTR
+$421K
5
EDIV icon
SPDR S&P Emerging Markets Dividend ETF
EDIV
+$350K

Sector Composition

1 Technology 4.18%
2 Consumer Staples 4.04%
3 Financials 2.58%
4 Healthcare 1.9%
5 Utilities 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$620K 0.26%
14,922
-5,727
77
$616K 0.26%
11,908
+510
78
$593K 0.25%
3,890
-110
79
$545K 0.23%
11,904
80
$518K 0.21%
1,966
-36
81
$502K 0.21%
12,866
-104
82
$469K 0.19%
1
83
$455K 0.19%
3,349
-100
84
$440K 0.18%
9,315
85
$438K 0.18%
6,092
-250
86
$433K 0.18%
18,051
+85
87
$431K 0.18%
2,161
88
$424K 0.18%
13,694
-1,024
89
$419K 0.17%
3,716
-400
90
$415K 0.17%
2,833
-110
91
$408K 0.17%
5,475
92
$406K 0.17%
6,088
-37
93
$404K 0.17%
2,285
-46
94
$399K 0.17%
5,300
95
$391K 0.16%
2,578
+8
96
$376K 0.16%
1,995
-150
97
$371K 0.15%
257
-13
98
$354K 0.15%
1,504
-106
99
$347K 0.14%
1,302
100
$334K 0.14%
7,950
2 3
4
5 6