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DFA
DHK Financial Advisors Portfolio holdings
AUM
$174M
1-Year Est. Return
19.53%
This Fund
S&P 500
1 Year Est. Return
+19.53%
AUM
$174M
AUM Growth
-$8.43M
(-4.6%)
Holding
92
Top Buys
| 1 | +$2.04M | |
| 2 | +$1.7M | |
| 3 | +$722K | |
| 4 |
VPU
Vanguard Utilities ETF
VPU
|
+$527K |
| 5 |
SPDR Gold Trust
GLD
|
+$342K |
Top Sells
| 1 | +$4.45M | |
| 2 | +$3.65M | |
| 3 | +$2.7M | |
| 4 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$1.43M |
| 5 |
T. Rowe Price US Equity Research ETF
TSPA
|
+$1.41M |
Sector Composition
| 1 | Financials | 31.35% |
| 2 | Technology | 3.35% |
| 3 | Consumer Discretionary | 2.09% |
| 4 | Industrials | 0.94% |
| 5 | Communication Services | 0.71% |
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