SHFA
SC&H Financial Advisors Portfolio holdings
AUM
$586M
This Quarter Return
+1.32%
1 Year Return
+13.02%
3 Year Return
+49%
5 Year Return
–
10 Year Return
–
AUM
$408M
AUM Growth
+$408M
(+6.2%)
Cap. Flow
+$20.2M
Cap. Flow
% of AUM
4.96%
Top 10 Holdings %
Top 10 Hldgs %
59.8%
Holding
147
New
4
Increased
68
Reduced
39
Closed
3
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$5.37M |
| 2 |
Avantis US Equity ETF
AVUS
|
$3.97M |
| 3 |
Dimensional International Core Equity 2 ETF
DFIC
|
$1.88M |
| 4 |
Dimensional US Equity ETF
DFUS
|
$1.54M |
| 5 |
Avantis International Equity ETF
AVDE
|
$1.15M |
Top Sells
| 1 |
Apple
AAPL
|
$498K |
| 2 |
Intel
INTC
|
$211K |
| 3 |
Assurant
AIZ
|
$209K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$209K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$198K |
Sector Composition
| 1 | Technology | 4.55% |
| 2 | Financials | 2.13% |
| 3 | Consumer Staples | 1.36% |
| 4 | Communication Services | 1.16% |
| 5 | Healthcare | 1.04% |
