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
$303M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.43M
3
+$1.19M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.09M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$817K

Top Sells

1
+$1.21M
2
+$260K
3
+$207K
4
TROW icon
T. Rowe Price
TROW
+$201K
5
MSFT icon
Microsoft
MSFT
+$192K

Sector Composition

1 Technology 5.55%
2 Financials 2.28%
3 Consumer Staples 1.65%
4 Healthcare 1.55%
5 Utilities 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$408K 0.14%
2,588
+5
102
$402K 0.13%
2,911
-439
103
$401K 0.13%
5,300
104
$344K 0.11%
3,935
105
$339K 0.11%
5,649
+2,015
106
$338K 0.11%
2,044
-10
107
$337K 0.11%
257
108
$329K 0.11%
13,896
+26
109
$324K 0.11%
1,522
-6
110
$316K 0.1%
3,396
+10
111
$310K 0.1%
3,130
+5
112
$301K 0.1%
975
-2
113
$299K 0.1%
985
114
$290K 0.1%
2,223
-497
115
$277K 0.09%
3,287
116
$272K 0.09%
6,353
+11
117
$270K 0.09%
5,951
-28
118
$262K 0.09%
3,347
-195
119
$260K 0.09%
2,362
120
$243K 0.08%
+9,973
121
$233K 0.08%
5,605
-291
122
$233K 0.08%
+5,500
123
$232K 0.08%
1,952
-162
124
$231K 0.08%
506
-1
125
$222K 0.07%
5,220
-10
2 3 4
5
6