SHFA

SC&H Financial Advisors Portfolio holdings

AUM $646M
1-Year Est. Return 18.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$4.75M
3
+$4.63M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$3.82M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.73M

Top Sells

1
+$1.91M
2
+$856K
3
+$843K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$772K
5
HCA icon
HCA Healthcare
HCA
+$641K

Sector Composition

1 Technology 5.97%
2 Consumer Staples 4.56%
3 Financials 3.39%
4 Healthcare 2.68%
5 Utilities 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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