DFA
DHJJ Financial Advisors Portfolio holdings
AUM
$302M
1-Year Est. Return
16.92%
This Fund
S&P 500
1 Year Est. Return
+16.92%
AUM
$253M
AUM Growth
+$15.9M
(+6.7%)
Holding
887
Top Buys
| 1 | +$1.44M | |
| 2 | +$351K | |
| 3 | +$334K | |
| 4 |
QCAP
FT Vest Nasdaq-100 Conservative Buffer ETF - April
QCAP
|
+$325K |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$301K |
Top Sells
| 1 | +$1.45M | |
| 2 | +$672K | |
| 3 | +$269K | |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$175K |
| 5 |
Vanguard Consumer Staples ETF
VDC
|
+$163K |
Sector Composition
| 1 | Industrials | 2.18% |
| 2 | Technology | 2.01% |
| 3 | Consumer Discretionary | 1.38% |
| 4 | Financials | 1.17% |
| 5 | Healthcare | 0.69% |