SHFA
SC&H Financial Advisors Portfolio holdings
AUM
$663M
1-Year Est. Return
19%
This Fund
S&P 500
1 Year Est. Return
+19%
AUM
$663M
AUM Growth
+$16.9M
(+2.6%)
Holding
161
Top Buys
| 1 | +$3.46M | |
| 2 | +$2.82M | |
| 3 | +$1.89M | |
| 4 |
Dimensional US Core Equity 1 ETF
DCOR
|
+$1.47M |
| 5 |
Dimensional US Core Equity Market ETF
DFAU
|
+$1.43M |
Top Sells
| 1 | +$265K | |
| 2 | +$262K | |
| 3 | +$260K | |
| 4 |
Fidelity Crypto Industry and Digital Payments ETF
FDIG
|
+$233K |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$223K |
Sector Composition
| 1 | Technology | 3.41% |
| 2 | Financials | 1.75% |
| 3 | Communication Services | 1.05% |
| 4 | Consumer Staples | 0.83% |
| 5 | Consumer Discretionary | 0.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares MSCI ACWI ETF
ACWI
$32.9B
| $216K | 0.03% |
1,563
|
|
||
152
Mettler-Toledo International
MTD
$23.9B
| $216K | 0.03% |
171
|
|
||
153
Vanguard Mega Cap Value ETF
MGV
$12.4B
| $210K | 0.03% |
1,448
|
|
||
154
Tesla
TSLA
$1.64T
| $209K | 0.03% |
561
+37
|
|
||
155
Zoetis
ZTS
$32.6B
| $203K | 0.03% |
1,719
|
|
||
156
T. Rowe Price
TROW
$22.4B
| – | – |
-2,105
|
|
||
|
157
Arthur J. Gallagher & Co
AJG
$51.7B
| – | – |
-862
|
|
||
158
Danaher
DHR
$129B
| – | – |
-941
|
|
||
|
159
Fidelity Crypto Industry and Digital Payments ETF
FDIG
$305M
| – | – |
-6,040
|
|
||
160
Accenture
ACN
$115B
| – | – |
-975
|
|
||
161
Adobe
ADBE
$105B
| – | – |
-758
|
|