DFC

DBK Financial Counsel Portfolio holdings

AUM $111M
1-Year Est. Return 11%
This Quarter Est. Return
1 Year Est. Return
+11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.3M
AUM Growth
+$296K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$855K
2 +$343K
3 +$211K
4
AMZN icon
Amazon
AMZN
+$206K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$178K

Top Sells

1 +$69.3K
2 +$61.4K
3 +$50.6K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$47.8K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$38.3K

Sector Composition

1 Technology 4.11%
2 Communication Services 0.21%
3 Consumer Discretionary 0.21%
4 Healthcare 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$101K 0.1%
+15,000