GFA
Grunden Financial Advisory Portfolio holdings
AUM
$226M
1-Year Est. Return
8.99%
1 Year Est. Return
+8.99%
AUM
$206M
AUM Growth
-$1.22M
(-0.59%)
Holding
27
Top Buys
| 1 | +$3.05M | |
| 2 | +$817K | |
| 3 | +$631K | |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
+$291K |
| 5 |
Dimensional International High Profitability ETF
DIHP
|
+$242K |
Top Sells
| 1 | +$1.52M | |
| 2 | +$923K | |
| 3 | +$684K | |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$648K |
| 5 |
Tesla
TSLA
|
+$252K |
Sector Composition
| 1 | Technology | 3.79% |
| 2 | Healthcare | 0.13% |
| 3 | Industrials | 0.13% |
| 4 | Consumer Staples | 0.1% |
| 5 | Financials | 0.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alphabet (Google) Class A
GOOGL
$3.42T
| – | – |
-1,201
|
|
||
|
27
Tesla
TSLA
$1.56T
| – | – |
-625
|
|