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FIT
Financially in Tune Portfolio holdings
AUM
$116M
This Fund
S&P 500
This Quarter
Est. Return
+2.9%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow
% of AUM
98.54%
Top 10 Holdings %
Top 10 Hldgs %
61.37%
Holding
71
New
71
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional International Value ETF
DFIV
|
+$19.8M |
| 2 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$9.5M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
+$7.98M |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$7.08M |
| 5 |
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
|
+$4.84M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.41% |
| 2 | Financials | 2.59% |
| 3 | Consumer Discretionary | 0.91% |
| 4 | Communication Services | 0.63% |
| 5 | Industrials | 0.23% |
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Financially in Tune's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Financially in Tune, which disclosed 71 positions worth $107M. Its ten largest holdings account for 61% of the portfolio.
Its largest position is Dimensional International Value ETF: 417,530 shares worth $20.8M.
By sector, the portfolio is most concentrated in Technology at 3.4% of assets, followed by Financials and Consumer Discretionary.
- Financially in Tune's largest Q4 2025 buy was Dimensional International Value ETF: 417,530 shares worth $20.8M.
- Financially in Tune's ten largest holdings make up 61% of its $107M portfolio in Q4 2025.
- Financially in Tune disclosed 71 positions in Q4 2025, its first 13F filing on record.
Based on Financially in Tune's 13F filing for Q4 2025, filed 27 Feb 2026.