HFA
Hippocratic Financial Advisors Portfolio holdings
AUM
$228M
1-Year Est. Return
11.95%
This Fund
S&P 500
1 Year Est. Return
+11.95%
AUM
$228M
AUM Growth
+$11.1M
(+5.1%)
Holding
34
Top Buys
| 1 | +$4.73M | |
| 2 | +$4.34M | |
| 3 | +$2.27M | |
| 4 |
DMX
DoubleLine Multi-Sector Income ETF
DMX
|
+$929K |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$677K |
Top Sells
| 1 | +$1.06M | |
| 2 | +$387K | |
| 3 | +$362K | |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
+$204K |
| 5 |
Tesla
TSLA
|
+$201K |
Sector Composition
| 1 | Technology | 0.4% |
| 2 | Consumer Discretionary | 0.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Small-Cap Value ETF
VBR
$35.3B
| $287K | 0.13% |
1,323
|
|
||
27
Vanguard Intermediate-Term Treasury ETF
VGIT
$40B
| $262K | 0.11% |
+4,393
|
|
||
28
Schwab US TIPS ETF
SCHP
$15.5B
| $258K | 0.11% |
+9,688
|
|
||
29
Schwab International Equity ETF
SCHF
$64B
| $251K | 0.11% |
+10,130
|
|
||
30
iShares Gold Trust
IAU
$67.1B
| $220K | 0.1% |
+2,492
|
|
||
|
SPYM
31
State Street SPDR Portfolio S&P 500 ETF
SPYM
$143B
| $218K | 0.1% |
2,853
+109
|
|
||
32
Amazon
AMZN
$2.65T
| $206K | 0.09% |
989
+105
|
|
||
33
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.8B
| $205K | 0.09% |
+5,192
|
|
||
|
34
Tesla
TSLA
$1.47T
| – | – |
-447
|
|