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
$181M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$10.6M
3 +$8.44M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$7.91M
5
AAPL icon
Apple
AAPL
+$6.72M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.84%
2 Consumer Staples 6.49%
3 Financials 6.36%
4 Healthcare 4.07%
5 Communication Services 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$200K 0.11%
+9,042