FF
Foundry Financial Portfolio holdings
AUM
$236M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$236M
AUM Growth
+$45.7M
(+24%)
Holding
78
Top Buys
| 1 | +$15.3M | |
| 2 | +$5.92M | |
| 3 | +$5.13M | |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
+$4.52M |
| 5 |
Dimensional Ultrashort Fixed Income ETF
DUSB
|
+$3.86M |
Top Sells
| 1 | +$6.35M | |
| 2 | +$2.09M | |
| 3 | +$1.91M | |
| 4 |
Dimensional US Core Equity 1 ETF
DCOR
|
+$1.58M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$1.06M |
Sector Composition
| 1 | Technology | 2.25% |
| 2 | Communication Services | 1.61% |
| 3 | Healthcare | 0.92% |
| 4 | Consumer Discretionary | 0.68% |
| 5 | Consumer Staples | 0.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Palantir
PLTR
$375B
| – | – |
-1,209
|
|
||
77
Alpha Architect US Quantitative Value ETF
QVAL
$529M
| – | – |
-5,169
|
|
||
78
Invesco S&P MidCap Quality ETF
XMHQ
$5.36B
| – | – |
-2,176
|
|