HFA

Hippocratic Financial Advisors Portfolio holdings

AUM $208M
1-Year Est. Return 9.21%
This Quarter Est. Return
1 Year Est. Return
+9.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$5.22M
3
+$1.81M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.45M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$914K

Top Sells

1
+$299K
2
+$273K
3
+$37.8K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$28.7K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$25.8K

Sector Composition

1 Technology 0.39%
2 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.5M 32.47%
1,653,037
+158,164
2
$25M 14.86%
525,264
+38,018
3
$16.6M 9.86%
499,943
+43,760
4
$16.4M 9.77%
127,268
+351
5
$14.6M 8.7%
+159,286
6
$10.8M 6.42%
388,320
+17,172
7
$8.15M 4.85%
193,789
+12,780
8
$6.65M 3.96%
251,211
+17,724
9
$4.9M 2.91%
173,901
+20,074
10
$2.96M 1.76%
57,487
+7,175
11
$1.99M 1.19%
3,558
+51
12
$1.92M 1.14%
48,855
+178
13
$1.12M 0.67%
24,015
+19,523
14
$458K 0.27%
7,479
+47
15
$344K 0.2%
1,547
+152
16
$339K 0.2%
5,755
-642
17
$319K 0.19%
1,456
-131
18
$313K 0.19%
1,678
19
$310K 0.18%
2,859
-147
20
$309K 0.18%
3,124
-261
21
– –
-535
22
– –
-741