SHFA

SC&H Financial Advisors Portfolio holdings

AUM $613M
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$4.92M
3
+$4.67M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$3.57M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$3.45M

Top Sells

1
+$412K
2
+$310K
3
+$303K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$284K
5
TSLA icon
Tesla
TSLA
+$278K

Sector Composition

1 Technology 7.34%
2 Consumer Staples 5.28%
3 Financials 5.03%
4 Healthcare 3.19%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-9,914
3 4 5 6
7