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
$274M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$5.2M
3
+$2.33M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$2.02M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.37M

Top Sells

1
+$4.92M
2
+$515K
3
+$330K
4
DVY icon
iShares Select Dividend ETF
DVY
+$315K
5
VTV icon
Vanguard Value ETF
VTV
+$292K

Sector Composition

1 Technology 5.05%
2 Financials 2.45%
3 Consumer Staples 1.78%
4 Healthcare 1.72%
5 Utilities 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$214K 0.08%
+5,230
127
$210K 0.08%
+3,634
128
$209K 0.08%
3,578
+8
129
$207K 0.08%
1,083
+18
130
$201K 0.07%
+1,779
131
$57.4K 0.02%
+21,400
132
– –
-5,183
133
– –
-2,536
134
– –
-2,613
135
– –
-7,626
136
– –
-825
2 3 4 5
6