SHFA

SC&H Financial Advisors Portfolio holdings

AUM $613M
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$4.92M
3
+$4.67M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$3.57M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$3.45M

Top Sells

1
+$412K
2
+$310K
3
+$303K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$284K
5
TSLA icon
Tesla
TSLA
+$278K

Sector Composition

1 Technology 7.34%
2 Consumer Staples 5.28%
3 Financials 5.03%
4 Healthcare 3.19%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$401K 0.19%
8,359
+2,629
102
$400K 0.19%
7,654
+1
103
$398K 0.19%
1,179
-345
104
$395K 0.19%
3,206
-68
105
$393K 0.19%
7,325
+1,385
106
$387K 0.18%
1,174
+448
107
$376K 0.18%
1,794
+3
108
$376K 0.18%
7,389
-1,021
109
$371K 0.18%
270
110
$367K 0.17%
7,702
-3,086
111
$362K 0.17%
1,964
112
$359K 0.17%
7,704
+2,815
113
$347K 0.17%
5,050
114
$339K 0.16%
4,714
-1,810
115
$338K 0.16%
3,025
116
$337K 0.16%
2,632
+6
117
$330K 0.16%
5,922
-261
118
$321K 0.15%
6,851
-2,615
119
$321K 0.15%
2,341
-838
120
$314K 0.15%
1,896
+158
121
$299K 0.14%
1,256
-10
122
$294K 0.14%
5,183
123
$285K 0.14%
1,866
-310
124
$283K 0.13%
632
125
$280K 0.13%
3,980
-1,495
3 4
5
6 7