SHFA
SC&H Financial Advisors Portfolio holdings
AUM
$586M
This Quarter Return
+9.43%
1 Year Return
+13.02%
3 Year Return
+49%
5 Year Return
–
10 Year Return
–
AUM
$181M
AUM Growth
–
Cap. Flow
+$181M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.98%
Holding
151
New
151
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$16M |
| 2 |
Vanguard Large-Cap ETF
VV
|
$10.6M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$8.44M |
| 4 |
Avantis US Equity ETF
AVUS
|
$7.91M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Invesco Senior Loan ETF
BKLN
$6.97B
| $200K | 0.11% |
+9,042
| New | +$200K |
|