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SHFA
SC&H Financial Advisors Portfolio holdings
AUM
$663M
1-Year Est. Return
19%
This Fund
S&P 500
This Quarter
Est. Return
+9.43%
1 Year Est. Return
+19%
3 Year Est. Return
+50.03%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$181M
AUM Growth
–
Cap. Flow
+$176M
Cap. Flow
% of AUM
97.05%
Top 10 Holdings %
Top 10 Hldgs %
40.98%
Holding
151
New
151
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$15.6M |
| 2 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$10.3M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$8.16M |
| 4 |
Avantis US Equity ETF
AVUS
|
+$7.73M |
| 5 |
Apple
AAPL
|
+$5.98M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 9.84% |
| 2 | Consumer Staples | 6.49% |
| 3 | Financials | 6.36% |
| 4 | Healthcare | 4.07% |
| 5 | Communication Services | 3.08% |
Similar funds
AWA
MIA
FAM
DC
GC
RCG
FM
BCP
SC&H Financial Advisors's Q4 2021 Portfolio in Review
Q4 2021 is the first quarter with a 13F filing on record for SC&H Financial Advisors, which disclosed 151 positions worth $181M. Its ten largest holdings account for 41% of the portfolio.
Its largest position is Dimensional US Core Equity 2 ETF: 553,652 shares worth $16M.
By sector, the portfolio is most concentrated in Technology at 9.8% of assets, followed by Consumer Staples and Financials.
- SC&H Financial Advisors's largest Q4 2021 buy was Dimensional US Core Equity 2 ETF: 553,652 shares worth $16M.
- SC&H Financial Advisors's ten largest holdings make up 41% of its $181M portfolio in Q4 2021.
- SC&H Financial Advisors disclosed 151 positions in Q4 2021, its first 13F filing on record.
Based on SC&H Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.