DFA
DHJJ Financial Advisors Portfolio holdings
AUM
$277M
This Quarter Return
-4.12%
1 Year Return
+11.44%
3 Year Return
+50.28%
5 Year Return
–
10 Year Return
–
AUM
$171M
AUM Growth
+$171M
(-4.3%)
Cap. Flow
-$38.7K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
44.96%
Holding
132
New
4
Increased
38
Reduced
62
Closed
4
Top Buys
Top Sells
| 1 |
Innovator US Equity Ultra Buffer ETF February
UFEB
|
$334K |
| 2 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$242K |
| 3 |
AbbVie
ABBV
|
$226K |
| 4 |
JPMorgan Chase
JPM
|
$214K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$175K |
Sector Composition
| 1 | Industrials | 2.4% |
| 2 | Consumer Discretionary | 1.2% |
| 3 | Technology | 1.11% |
| 4 | Financials | 1.11% |
| 5 | Healthcare | 0.46% |
