SHFA
SC&H Financial Advisors Portfolio holdings
AUM
$586M
This Quarter Return
-13.9%
1 Year Return
+13.02%
3 Year Return
+49%
5 Year Return
–
10 Year Return
–
AUM
$214M
AUM Growth
+$214M
(+2%)
Cap. Flow
+$33.4M
Cap. Flow
% of AUM
15.56%
Top 10 Holdings %
Top 10 Hldgs %
45.48%
Holding
161
New
12
Increased
64
Reduced
48
Closed
26
Top Buys
| 1 |
Avantis US Equity ETF
AVUS
|
$6.36M |
| 2 |
Dimensional US Equity ETF
DFUS
|
$4.37M |
| 3 |
Dimensional International Core Equity Market ETF
DFAI
|
$4.26M |
| 4 |
Dimensional US Core Equity Market ETF
DFAU
|
$3.52M |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
$2.51M |
Top Sells
| 1 |
Vanguard Large-Cap ETF
VV
|
$1.76M |
| 2 |
iShares Core Total USD Bond Market ETF
IUSB
|
$856K |
| 3 |
iShares Core International Aggregate Bond Fund
IAGG
|
$828K |
| 4 |
iShares Russell 2000 ETF
IWM
|
$709K |
| 5 |
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% |
