HFA

Hippocratic Financial Advisors Portfolio holdings

AUM $228M
1-Year Est. Return 11.95%
This Fund
S&P 500
This Quarter Est. Return
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
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.23M
3
+$1.06M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$969K
5
DBND icon
DoubleLine Opportunistic Bond ETF
DBND
+$778K

Top Sells

1
+$310K
2
+$208K
3
+$187K
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$122K
5
DFAW icon
Dimensional World Equity ETF
DFAW
+$101K

Sector Composition

1 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.5M 23.33%
132,706
+3,012
2
$27.1M 13.02%
294,853
+55,700
3
$26.9M 12.93%
711,640
+26,425
4
$24.2M 11.64%
477,047
+44,156
5
$17.7M 8.51%
539,287
+16,263
6
$10.7M 5.13%
276,252
-5,018
7
$8.24M 3.97%
257,084
+2,195
8
$7.37M 3.54%
158,319
+16,857
9
$5.58M 2.69%
175,364
+1,088
10
$5.35M 2.57%
122,598
+6,402
11
$4.47M 2.15%
20,930
+1,676
12
$4.33M 2.08%
30,685
-1,515
13
$3.09M 1.49%
59,368
+2,602
14
$2.88M 1.39%
59,792
-2,544
15
$2.87M 1.38%
62,196
+6,026
16
$2.4M 1.16%
36,996
+1,499
17
$2.31M 1.11%
3,467
+2
18
$1.06M 0.51%
24,893
-1,309
19
$494K 0.24%
2,648
-7
20
$474K 0.23%
6,590
-1,453
21
$390K 0.19%
5,755
22
$371K 0.18%
1,456
23
$302K 0.15%
+11,471
24
$276K 0.13%
1,323
-172
25
$214K 0.1%
+2,736
1
2