SHFA

SC&H Financial Advisors Portfolio holdings

AUM $613M
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
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
126
$275K 0.06%
9,088
+24
127
$272K 0.06%
515
-45
128
$271K 0.06%
1,674
+3
129
$271K 0.06%
4,030
+3
130
$263K 0.06%
1,851
131
$262K 0.06%
5,653
-752
132
$260K 0.06%
1,527
+1
133
$256K 0.06%
10,695
+96
134
$253K 0.06%
2,597
-30
135
$251K 0.05%
5,255
-2,118
136
$240K 0.05%
3,072
+11
137
$239K 0.05%
2,640
138
$231K 0.05%
1,169
+2
139
$229K 0.05%
596
+1
140
$228K 0.05%
1,636
141
$228K 0.05%
5,333
+150
142
$227K 0.05%
+2,208
143
$221K 0.05%
+1,110
144
$219K 0.05%
+375
145
$217K 0.05%
+4,251
146
$214K 0.05%
+862
147
$213K 0.05%
+431
148
$213K 0.05%
1,959
+180
149
$208K 0.05%
+1,620
150
$207K 0.05%
+3,918
3 4 5
6
7