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
$241M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.75M
3
+$2.3M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$2M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.76M

Top Sells

1
+$533K
2
+$470K
3
+$444K
4
TWTR
Twitter, Inc.
TWTR
+$421K
5
EDIV icon
SPDR S&P Emerging Markets Dividend ETF
EDIV
+$350K

Sector Composition

1 Technology 4.18%
2 Consumer Staples 4.04%
3 Financials 2.58%
4 Healthcare 1.9%
5 Utilities 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$330K 0.14%
7,626
+8
102
$328K 0.14%
2,471
-412
103
$323K 0.13%
7,055
-347
104
$321K 0.13%
2,034
+70
105
$316K 0.13%
2,824
106
$315K 0.13%
2,613
-34
107
$312K 0.13%
3,287
-320
108
$308K 0.13%
13,866
-182
109
$307K 0.13%
3,092
-24
110
$300K 0.12%
3,935
111
$294K 0.12%
6,325
+16
112
$283K 0.12%
825
-3
113
$256K 0.11%
958
+8
114
$254K 0.11%
756
-62
115
$240K 0.1%
440
+1
116
$234K 0.1%
2,273
-190
117
$233K 0.1%
972
-123
118
$231K 0.1%
1,967
119
$228K 0.09%
+1,065
120
$223K 0.09%
5,183
121
$220K 0.09%
1,827
-103
122
$219K 0.09%
2,536
+1
123
$215K 0.09%
+2,809
124
$211K 0.09%
1,920
-595
125
$206K 0.09%
3,570
-4,728
2 3 4
5
6