HFA
Hippocratic Financial Advisors Portfolio holdings
AUM
$208M
1-Year Est. Return
9.21%
1 Year Est. Return
+9.21%
AUM
$208M
AUM Growth
+$20.6M
(+11%)
Holding
28
Top Buys
| 1 | +$5.11M | |
| 2 | +$2.24M | |
| 3 | +$1.1M | |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
+$998K |
| 5 |
DoubleLine Opportunistic Bond ETF
DBND
|
+$784K |
Top Sells
| 1 | +$310K | |
| 2 | +$214K | |
| 3 | +$194K | |
| 4 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$123K |
| 5 |
Dimensional World Equity ETF
DFAW
|
+$104K |
Sector Composition
| 1 | Technology | 0.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard FTSE Emerging Markets ETF
VWO
$104B
| $206K | 0.1% |
+3,798
|
|
||
27
Microsoft
MSFT
$3.57T
| $205K | 0.1% |
+396
|
|
||
28
iShares Core US Aggregate Bond ETF
AGG
$135B
| – | – |
-3,124
|
|