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
126
– –
-15,802
127
– –
-2,660
128
– –
-2,386
129
– –
-7,474
130
– –
-4,760
131
– –
-9,609
2 3 4 5
6