SHFA
SC&H Financial Advisors Portfolio holdings
AUM
$586M
1-Year Est. Return
13.02%
1 Year Est. Return
+13.02%
AUM
$586M
AUM Growth
+$77.2M
(+15%)
Holding
159
Top Buys
| 1 | +$10.3M | |
| 2 | +$6.34M | |
| 3 | +$3.82M | |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$2.01M |
| 5 |
Dimensional US Equity ETF
DFUS
|
+$1.69M |
Top Sells
| 1 | +$1.47M | |
| 2 | +$493K | |
| 3 | +$420K | |
| 4 |
Duke Energy
DUK
|
+$201K |
| 5 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$200K |
Sector Composition
| 1 | Technology | 3.75% |
| 2 | Financials | 1.92% |
| 3 | Consumer Staples | 1.1% |
| 4 | Communication Services | 0.95% |
| 5 | Consumer Discretionary | 0.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Linde
LIN
$208B
| $207K | 0.04% |
+442
|
|
||
152
Honeywell
HON
$129B
| $206K | 0.04% |
+885
|
|
||
153
Eli Lilly
LLY
$735B
| $204K | 0.03% |
+261
|
|
||
154
iShares MSCI ACWI ETF
ACWI
$22.8B
| $201K | 0.03% |
+1,563
|
|
||
155
eHealth
EHTH
$141M
| $43.5K | 0.01% |
10,000
|
|
||
156
Zedge
ZDGE
$43.2M
| $40.1K | 0.01% |
10,000
|
|
||
|
157
Duke Energy
DUK
$99.1B
| – | – |
-1,650
|
|
||
158
iShares Russell 2500 ETF
SMMD
$1.71B
| – | – |
-7,890
|
|
||
|
159
Invesco S&P 500 Quality ETF
SPHQ
$15.1B
| – | – |
-3,015
|
|