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
$458M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.45M
3
+$2.1M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.87M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.78M

Top Sells

1
+$191K
2
+$165K
3
+$159K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$106K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$101K

Sector Composition

1 Technology 4.27%
2 Financials 2.12%
3 Consumer Staples 1.36%
4 Healthcare 1.02%
5 Communication Services 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$421K 0.09%
1,515
+13
102
$392K 0.09%
13,497
-83
103
$392K 0.09%
1,507
-14
104
$392K 0.09%
2,824
105
$388K 0.08%
2,532
106
$370K 0.08%
5,823
+434
107
$357K 0.08%
4,500
-800
108
$356K 0.08%
2,480
109
$352K 0.08%
866
110
$348K 0.08%
2,841
-1,302
111
$345K 0.08%
975
112
$340K 0.07%
5,220
113
$340K 0.07%
6,983
-44
114
$329K 0.07%
7,787
+52
115
$328K 0.07%
8,277
-2,207
116
$327K 0.07%
4,834
+1,567
117
$312K 0.07%
590
-67
118
$312K 0.07%
4,722
119
$301K 0.07%
201
120
$301K 0.07%
3,117
+5
121
$295K 0.06%
3,090
-307
122
$289K 0.06%
1,563
+21
123
$287K 0.06%
8,182
124
$281K 0.06%
2,882
-244
125
$275K 0.06%
3,109
+1
3 4
5
6 7