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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
+1.28%
1 Year Est. Return
+11.95%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$217M
AUM Growth
+$9.08M
Cap. Flow
+$6.63M
Cap. Flow %
3.06%
Top 10 Hldgs %
86.93%
Holding
29
New
2
Increased
14
Reduced
6
Closed
1

Top Buys

Rank Stock Value
1
DMX
DoubleLine Multi-Sector Income ETF
DMX
+$3.17M
2
IWB icon
iShares Russell 1000 ETF
IWB
+$2.89M
3
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$2.05M
4
DBND icon
DoubleLine Opportunistic Bond ETF
DBND
+$1.03M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$838K

Top Sells

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$6.49M
2
MSFT icon
Microsoft
MSFT
+$205K
3
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$130K
4
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$33.4K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$27.9K

Sector Composition

Rank Sector Weight
1 Technology 0.41%
2 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VWO icon
26
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$204K 0.09%
3,798
– –
AMZN icon
27
Amazon
AMZN
$2.92T
$204K 0.09%
+884
New +$202K
TSLA icon
28
Tesla
TSLA
$1.23T
$201K 0.09%
+447
New +$198K
MSFT icon
29
Microsoft
MSFT
$3.45T
– –
-396
Closed -$205K
1
2

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Hippocratic Financial Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Hippocratic Financial Advisors held 29 positions worth $217M, up 4.4% from $208M the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Hippocratic Financial Advisors deployed $6.63M of net new capital in Q4 2025, opening 2 new positions and adding to 14 existing holdings. Its largest new stake was Amazon: 884 shares worth $204K.

By sector, the portfolio is most concentrated in Technology at 0.41% of assets, down from 0.51% a quarter earlier, followed by Consumer Discretionary.

On the sell side, the largest reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $6.49M trimmed.

  • Hippocratic Financial Advisors's largest Q4 2025 buy was Amazon: 884 shares worth $204K.
  • Hippocratic Financial Advisors added most to DoubleLine Multi-Sector Income ETF in Q4 2025, an estimated $3.17M increase.
  • Hippocratic Financial Advisors's biggest Q4 2025 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $6.49M.
  • Hippocratic Financial Advisors fully exited Microsoft in Q4 2025, selling an estimated $205K.
  • Hippocratic Financial Advisors's ten largest holdings make up 87% of its $217M portfolio in Q4 2025.
  • Hippocratic Financial Advisors opened 2 new positions and closed 1 in Q4 2025.
  • Hippocratic Financial Advisors's portfolio value rose 4.4% quarter-over-quarter to $217M.

Based on Hippocratic Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.