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
$217M
AUM Growth
+$9.08M
(+4.4%)
Holding
29
Top Buys
| 1 | +$3.17M | |
| 2 | +$2.89M | |
| 3 | +$2.05M | |
| 4 |
DoubleLine Opportunistic Bond ETF
DBND
|
+$1.03M |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$838K |
Top Sells
| 1 | +$6.49M | |
| 2 | +$205K | |
| 3 | +$130K | |
| 4 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$33.4K |
| 5 |
Dimensional Core Fixed Income ETF
DFCF
|
+$27.9K |
Sector Composition
| 1 | Technology | 0.41% |
| 2 | Consumer Discretionary | 0.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard FTSE Emerging Markets ETF
VWO
$123B
| $204K | 0.09% |
3,798
|
|
||
27
Amazon
AMZN
$2.93T
| $204K | 0.09% |
+884
|
|
||
28
Tesla
TSLA
$1.61T
| $201K | 0.09% |
+447
|
|
||
29
Microsoft
MSFT
$3.08T
| – | – |
-396
|
|