HFA

Hippocratic Financial Advisors Portfolio holdings

AUM $228M
1-Year Est. Return 11.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.23M
3
+$1.06M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$969K
5
DBND icon
DoubleLine Opportunistic Bond ETF
DBND
+$778K

Top Sells

1
+$310K
2
+$208K
3
+$187K
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$122K
5
DFAW icon
Dimensional World Equity ETF
DFAW
+$101K

Sector Composition

1 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$206K 0.1%
+3,798
27
$205K 0.1%
+396
28
– –
-3,124
1
2