SHFA
SC&H Financial Advisors Portfolio holdings
AUM $508M
AUM
$508M
AUM Growth
+$24.3M (+5%)
Cap. Flow
+$32.5M
Cap. Flow % of AUM
6.39%
Top 10 Holdings %Top 10 Hldgs %
60.19%
Holding
152
New
4
Increased
63
Reduced
30
Closed
1
Top Buys
| 1 | $13M | |
| 2 | $3.39M | |
| 3 | $2.64M | |
| 4 | $1.88M | |
| 5 | $1.76M |
Top Sells
| 1 | $230K | |
| 2 | $205K | |
| 3 | $130K | |
| 4 | $123K | |
| 5 | $113K |
Sector Composition
| 1 | Technology | 3.75% |
| 2 | Financials | 2.16% |
| 3 | Consumer Staples | 1.25% |
| 4 | Communication Services | 0.91% |
| 5 | Healthcare | 0.71% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $23.3K | 0% | 10,000 | – | – | |||
| $0 | 0% | 0 -1,618 | Closed | – |
