DFA
DHJJ Financial Advisors Portfolio holdings
AUM
$277M
1-Year Return
11.44%
This Quarter Return
-3.57%
1 Year Return
+11.44%
3 Year Return
+50.28%
5 Year Return
–
10 Year Return
–
AUM
$197M
AUM Growth
+$4.81M
(+2.5%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
6.05%
Top 10 Holdings %
Top 10 Hldgs %
43.15%
Holding
804
New
667
Increased
25
Reduced
98
Closed
1
Top Buys
Top Sells
Sector Composition
| 1 | Industrials | 2.52% |
| 2 | Technology | 1.85% |
| 3 | Consumer Discretionary | 1.3% |
| 4 | Financials | 1.15% |
| 5 | Healthcare | 0.79% |
