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
76
$758K 0.17%
4,163
+12
77
$739K 0.16%
11,854
-116
78
$739K 0.16%
21,676
+64
79
$737K 0.16%
1,192
+4
80
$734K 0.16%
9,000
81
$719K 0.16%
5,273
+2
82
$691K 0.15%
1
83
$665K 0.15%
8,079
-280
84
$645K 0.14%
1,321
+29
85
$606K 0.13%
4,994
+1,953
86
$592K 0.13%
1,943
-20
87
$582K 0.13%
3,375
+995
88
$509K 0.11%
2,606
+1
89
$499K 0.11%
2,680
-888
90
$497K 0.11%
2,619
+7
91
$494K 0.11%
3,380
92
$482K 0.11%
6,541
+3
93
$480K 0.1%
9,904
94
$470K 0.1%
2,694
-17
95
$470K 0.1%
908
96
$470K 0.1%
18,328
+61
97
$444K 0.1%
3,935
98
$444K 0.1%
6,519
-250
99
$429K 0.09%
1,524
+9
100
$427K 0.09%
6,543
-400
2 3
4
5 6