FS
Financial Symmetry Portfolio holdings
AUM
$194M
1-Year Est. Return
14.04%
1 Year Est. Return
+14.04%
AUM
$163M
AUM Growth
+$15.3M
(+10%)
Holding
52
Top Buys
| 1 | +$3.95M | |
| 2 | +$2.13M | |
| 3 | +$1.34M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$1.27M |
| 5 |
Dimensional Core Fixed Income ETF
DFCF
|
+$1.03M |
Top Sells
| 1 | +$219K | |
| 2 | +$211K | |
| 3 | +$170K | |
| 4 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$151K |
| 5 |
Broadcom
AVGO
|
+$101K |
Sector Composition
| 1 | Technology | 3.15% |
| 2 | Consumer Discretionary | 0.92% |
| 3 | Financials | 0.33% |
| 4 | Communication Services | 0.33% |
| 5 | Consumer Staples | 0.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Littelfuse
LFUS
$6.67B
| – | – |
-897
|
|
||
52
Oracle
ORCL
$808B
| – | – |
-1,317
|
|