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HFA

Hippocratic Financial Advisors Portfolio holdings

AUM $228M
1-Year Est. Return 11.95%
This Fund
S&P 500
This Quarter Est. Return
+4.65%
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
+$11.8M
Cap. Flow %
5.67%
Top 10 Hldgs %
87.32%
Holding
28
New
4
Increased
14
Reduced
7
Closed
1

Top Buys

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$5.1M
2
DMX
DoubleLine Multi-Sector Income ETF
DMX
+$2.23M
3
IWB icon
iShares Russell 1000 ETF
IWB
+$1.06M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$969K
5
DBND icon
DoubleLine Opportunistic Bond ETF
DBND
+$778K

Top Sells

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$310K
2
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$208K
3
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$187K
4
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$122K
5
DFAW icon
Dimensional World Equity ETF
DFAW
+$101K

Sector Composition

Rank Sector Weight
1 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VWO icon
26
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$206K 0.1%
+3,798
New +$196K
MSFT icon
27
Microsoft
MSFT
$3.45T
$205K 0.1%
+396
New +$202K
AGG icon
28
iShares Core US Aggregate Bond ETF
AGG
$137B
– –
-3,124
Closed -$310K
1
2

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Hippocratic Financial Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Hippocratic Financial Advisors held 28 positions worth $208M, up 11% from $187M the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Hippocratic Financial Advisors deployed $11.8M of net new capital in Q3 2025, opening 4 new positions and adding to 14 existing holdings. Its largest new stake was Schwab US Large- Cap ETF: 11,471 shares worth $302K.

By sector, the portfolio is most concentrated in Technology at 0.51% of assets, up from 0.38% a quarter earlier.

On the sell side, the largest reduction was Vanguard High Dividend Yield ETF, an estimated $208K trimmed.

  • Hippocratic Financial Advisors's largest Q3 2025 buy was Schwab US Large- Cap ETF: 11,471 shares worth $302K.
  • Hippocratic Financial Advisors added most to State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2025, an estimated $5.1M increase.
  • Hippocratic Financial Advisors's biggest Q3 2025 reduction was Vanguard High Dividend Yield ETF, cutting an estimated $208K.
  • Hippocratic Financial Advisors fully exited iShares Core US Aggregate Bond ETF in Q3 2025, selling an estimated $310K.
  • Hippocratic Financial Advisors's ten largest holdings make up 87% of its $208M portfolio in Q3 2025.
  • Hippocratic Financial Advisors opened 4 new positions and closed 1 in Q3 2025.
  • Hippocratic Financial Advisors's portfolio value rose 11% quarter-over-quarter to $208M.

Based on Hippocratic Financial Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.