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
101
$426K 0.24%
+7,653
102
$418K 0.23%
+8,573
103
$412K 0.23%
+6,206
104
$411K 0.23%
+1,791
105
$410K 0.23%
+8,132
106
$394K 0.22%
+1,964
107
$392K 0.22%
+6,183
108
$392K 0.22%
+4,218
109
$392K 0.22%
+5,050
110
$391K 0.22%
+18,454
111
$350K 0.19%
+1,779
112
$342K 0.19%
+5,475
113
$336K 0.19%
+5,940
114
$333K 0.18%
+6,113
115
$322K 0.18%
+2,626
116
$318K 0.18%
+1,738
117
$317K 0.18%
+3,025
118
$310K 0.17%
+1,200
119
$304K 0.17%
+4,705
120
$303K 0.17%
+5,183
121
$302K 0.17%
+6,000
122
$297K 0.16%
+10,080
123
$293K 0.16%
+5,730
124
$289K 0.16%
+1,266
125
$278K 0.15%
+726
3 4
5
6 7