ARA
Approach Retirement Advisors Portfolio holdings
AUM
$116M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$116M
AUM Growth
–
Holding
78
Top Buys
| 1 | +$20.1M | |
| 2 | +$11.8M | |
| 3 | +$6.54M | |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
+$6.51M |
| 5 |
Avantis US Equity ETF
AVUS
|
+$6.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 11.94% |
| 2 | Technology | 2.25% |
| 3 | Energy | 1.27% |
| 4 | Consumer Staples | 1.08% |
| 5 | Utilities | 0.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Schwab US Dividend Equity ETF
SCHD
$81.3B
| $206K | 0.18% |
+7,500
|
|
||
77
VanEck Junior Gold Miners ETF
GDXJ
$10.5B
| $203K | 0.18% |
+1,786
|
|
||
78
Amazon
AMZN
$2.41T
| $201K | 0.17% |
+870
|
|