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
$181M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$10.6M
3
+$8.44M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$7.91M
5
AAPL icon
Apple
AAPL
+$6.72M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.84%
2 Consumer Staples 6.49%
3 Financials 6.36%
4 Healthcare 4.07%
5 Communication Services 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$278K 0.15%
+789
127
$270K 0.15%
+4,065
128
$269K 0.15%
+1,289
129
$259K 0.14%
+2,775
130
$257K 0.14%
+12,008
131
$255K 0.14%
+2,932
132
$255K 0.14%
+11,008
133
$254K 0.14%
+870
134
$251K 0.14%
+316
135
$251K 0.14%
+4,258
136
$245K 0.14%
+632
137
$242K 0.13%
+1,160
138
$238K 0.13%
+1,989
139
$236K 0.13%
+785
140
$232K 0.13%
+4,889
141
$231K 0.13%
+1,480
142
$231K 0.13%
+720
143
$227K 0.13%
+5,200
144
$227K 0.13%
+761
145
$220K 0.12%
+2,104
146
$218K 0.12%
+2,781
147
$214K 0.12%
+3,609
148
$213K 0.12%
+4,471
149
$213K 0.12%
+9,914
150
$210K 0.12%
+2,357
3 4 5
6
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