SHFA
SC&H Financial Advisors Portfolio holdings
AUM
$586M
This Quarter Return
-3.39%
1 Year Return
+13.02%
3 Year Return
+49%
5 Year Return
–
10 Year Return
–
AUM
$301M
AUM Growth
+$301M
(-0.62%)
Cap. Flow
+$9.26M
Cap. Flow
% of AUM
3.08%
Top 10 Holdings %
Top 10 Hldgs %
55.23%
Holding
138
New
2
Increased
61
Reduced
28
Closed
8
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$827K |
| 2 |
Dimensional Inflation-Protected Securities ETF
DFIP
|
$515K |
| 3 |
Vanguard Energy ETF
VDE
|
$514K |
| 4 |
Qualcomm
QCOM
|
$232K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$218K |
Sector Composition
| 1 | Technology | 4.68% |
| 2 | Financials | 2.33% |
| 3 | Consumer Staples | 1.56% |
| 4 | Healthcare | 1.51% |
| 5 | Communication Services | 1.24% |
