SHFA
SC&H Financial Advisors Portfolio holdings
AUM
$586M
This Quarter Return
-6.61%
1 Year Return
+13.02%
3 Year Return
+49%
5 Year Return
–
10 Year Return
–
AUM
$200M
AUM Growth
+$200M
(-6.8%)
Cap. Flow
+$2.06M
Cap. Flow
% of AUM
1.03%
Top 10 Holdings %
Top 10 Hldgs %
47.38%
Holding
138
New
3
Increased
45
Reduced
60
Closed
12
Top Buys
| 1 |
Dimensional International Core Equity 2 ETF
DFIC
|
$2.01M |
| 2 |
Avantis Emerging Markets Equity ETF
AVEM
|
$1.93M |
| 3 |
Dimensional US Small Cap Value ETF
DFSV
|
$1.41M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.39M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$1.37M |
Top Sells
| 1 |
Dimensional International Core Equity Market ETF
DFAI
|
$1.64M |
| 2 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
$1.22M |
| 3 |
Avantis US Small Cap Value ETF
AVUV
|
$1.13M |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
$810K |
| 5 |
Apple
AAPL
|
$684K |
Sector Composition
| 1 | Technology | 5.33% |
| 2 | Consumer Staples | 4.18% |
| 3 | Financials | 2.87% |
| 4 | Healthcare | 2.27% |
| 5 | Utilities | 2.16% |
