SHFA
SC&H Financial Advisors Portfolio holdings
AUM
$586M
This Quarter Return
+4.92%
1 Year Return
+13.02%
3 Year Return
+49%
5 Year Return
–
10 Year Return
–
AUM
$303M
AUM Growth
+$303M
(+10%)
Cap. Flow
+$15.7M
Cap. Flow
% of AUM
5.18%
Top 10 Holdings %
Top 10 Hldgs %
53.67%
Holding
139
New
8
Increased
62
Reduced
47
Closed
3
Top Buys
Top Sells
| 1 |
Vanguard Energy ETF
VDE
|
$1.21M |
| 2 |
PNC Financial Services
PNC
|
$260K |
| 3 |
Honeywell
HON
|
$207K |
| 4 |
T Rowe Price
TROW
|
$201K |
| 5 |
Microsoft
MSFT
|
$192K |
Sector Composition
| 1 | Technology | 5.55% |
| 2 | Financials | 2.28% |
| 3 | Consumer Staples | 1.65% |
| 4 | Healthcare | 1.55% |
| 5 | Utilities | 1.21% |
