DFA
DHJJ Financial Advisors Portfolio holdings
AUM
$277M
This Quarter Return
-1.08%
1 Year Return
+11.44%
3 Year Return
+50.28%
5 Year Return
–
10 Year Return
–
AUM
$193M
AUM Growth
+$193M
(+2.1%)
Cap. Flow
+$5.85M
Cap. Flow
% of AUM
3.03%
Top 10 Holdings %
Top 10 Hldgs %
46.55%
Holding
127
New
6
Increased
54
Reduced
36
Closed
2
Top Buys
Top Sells
1 |
AT&T
T
|
$212K |
2 |
iShares Core US Aggregate Bond ETF
AGG
|
$204K |
3 |
SPDR S&P 500 ETF Trust
SPY
|
$109K |
4 |
First Trust Low Duration Strategic Focus ETF
LDSF
|
$101K |
5 |
First Trust Large Cap Core AlphaDEX Fund
FEX
|
$77.2K |
Sector Composition
1 | Industrials | 2.46% |
2 | Financials | 1.48% |
3 | Consumer Discretionary | 1.32% |
4 | Technology | 1.13% |
5 | Communication Services | 0.42% |