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
$214M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$4.37M
3
+$4.26M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$3.52M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.51M

Top Sells

1
+$1.76M
2
+$856K
3
+$828K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$709K
5
HCA icon
HCA Healthcare
HCA
+$641K

Sector Composition

1 Technology 5.97%
2 Consumer Staples 4.56%
3 Financials 3.39%
4 Healthcare 2.68%
5 Utilities 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$365K 0.17%
1,302
-20
102
$362K 0.17%
2,219
-835
103
$359K 0.17%
9,609
-3,171
104
$346K 0.16%
3,260
-680
105
$345K 0.16%
7,611
-91
106
$340K 0.16%
8,098
+5
107
$333K 0.16%
2,607
-3,209
108
$323K 0.15%
+15,142
109
$317K 0.15%
8,088
+1,237
110
$311K 0.15%
+13,767
111
$311K 0.15%
1,930
-9
112
$310K 0.14%
2,637
+5
113
$310K 0.14%
270
114
$310K 0.14%
1,964
115
$303K 0.14%
1,736
-58
116
$298K 0.14%
7,963
-1,458
117
$296K 0.14%
2,339
+350
118
$295K 0.14%
3,935
-1,019
119
$289K 0.13%
2,205
+309
120
$275K 0.13%
927
-247
121
$264K 0.12%
950
-229
122
$264K 0.12%
2,463
-562
123
$256K 0.12%
1,480
124
$250K 0.12%
5,027
-16,651
125
$246K 0.11%
5,183
3 4
5
6 7