HFA

Hippocratic Financial Advisors Portfolio holdings

AUM $217M
1-Year Est. Return 11.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$40.7M
2
+$21.5M
3
+$7.31M
4
DBND icon
DoubleLine Opportunistic Bond ETF
DBND
+$6.46M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$6.19M

Top Sells

1
+$45.8M
2
+$22M
3
+$12M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$6.99M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$53.2K

Sector Composition

1 Technology 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44M 23.52%
+129,694
2
$24.4M 13.02%
685,215
+185,272
3
$21.9M 11.72%
239,153
+79,867
4
$21.8M 11.66%
+432,891
5
$16.3M 8.69%
523,024
+134,704
6
$10.1M 5.38%
281,270
-1,371,767
7
$7.57M 4.04%
254,889
+3,678
8
$6.54M 3.49%
+141,462
9
$5.13M 2.74%
174,276
+375
10
$4.74M 2.53%
+116,196
11
$4.29M 2.29%
32,200
-95,068
12
$4.22M 2.25%
19,254
+17,798
13
$3.16M 1.69%
56,766
-721
14
$2.99M 1.6%
62,336
-462,928
15
$2.41M 1.29%
56,170
+7,315
16
$2.17M 1.16%
35,497
+11,482
17
$2.14M 1.14%
3,465
-93
18
$1.11M 0.59%
26,202
-167,587
19
$540K 0.29%
8,043
+564
20
$419K 0.22%
2,655
-204
21
$365K 0.2%
5,755
22
$310K 0.17%
3,124
23
$299K 0.16%
1,456
-91
24
$292K 0.16%
1,495
-183