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
$217M
AUM Growth
+$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.89M
3
+$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

1
+$6.49M
2
+$205K
3
+$130K
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$33.4K
5
DFCF icon
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
IWB icon
1
iShares Russell 1000 ETF
IWB
$47.3B
$52.5M 24.19%
140,497
+7,791
DUHP icon
2
Dimensional US High Profitability ETF
DUHP
$11.5B
$29.1M 13.43%
765,881
+54,241
DMX
3
DoubleLine Multi-Sector Income ETF
DMX
$85.4M
$27.3M 12.57%
539,903
+62,856
BIL icon
4
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.3B
$20.5M 9.43%
223,947
-70,906
DFIC icon
5
Dimensional International Core Equity 2 ETF
DFIC
$13.9B
$19.4M 8.97%
564,385
+25,098
DFAC icon
6
Dimensional US Core Equity 2 ETF
DFAC
$45.3B
$10.8M 4.98%
272,913
-3,339
DFEM icon
7
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.16B
$8.81M 4.06%
266,474
+9,390
DBND icon
8
DoubleLine Opportunistic Bond ETF
DBND
$718M
$8.36M 3.85%
180,353
+22,034
DFSV icon
9
Dimensional US Small Cap Value ETF
DFSV
$7.49B
$5.92M 2.73%
180,097
+4,733
XLU icon
10
State Street Utilities Select Sector SPDR ETF
XLU
$23B
$5.9M 2.72%
138,098
+15,500
VDC icon
11
Vanguard Consumer Staples ETF
VDC
$8.09B
$5.21M 2.4%
24,644
+3,714
VYM icon
12
Vanguard High Dividend Yield ETF
VYM
$76.2B
$4.38M 2.02%
30,497
-188
INDA icon
13
iShares MSCI India ETF
INDA
$6.71B
$3.56M 1.64%
65,782
+6,414
DFIV icon
14
Dimensional International Value ETF
DFIV
$19.4B
$3.45M 1.59%
69,059
+6,863
DFSD icon
15
Dimensional Short-Duration Fixed Income ETF
DFSD
$6.6B
$2.83M 1.31%
59,099
-693
SPY icon
16
State Street SPDR S&P 500 ETF Trust
SPY
$755B
$2.36M 1.09%
3,460
-7
IBIT icon
17
iShares Bitcoin Trust
IBIT
$65B
$2.32M 1.07%
46,749
+9,753
DFCF icon
18
Dimensional Core Fixed Income ETF
DFCF
$9.9B
$1.03M 0.48%
24,242
-651
DFAW icon
19
Dimensional World Equity ETF
DFAW
$1.33B
$496K 0.23%
6,709
+119
NVDA icon
20
NVIDIA
NVDA
$5.23T
$494K 0.23%
2,648
EFV icon
21
iShares MSCI EAFE Value ETF
EFV
$30.1B
$411K 0.19%
5,755
AAPL icon
22
Apple
AAPL
$4.31T
$396K 0.18%
1,456
SCHX icon
23
Schwab US Large- Cap ETF
SCHX
$69.9B
$309K 0.14%
11,471
VBR icon
24
Vanguard Small-Cap Value ETF
VBR
$35B
$280K 0.13%
1,323
SPYM
25
State Street SPDR Portfolio S&P 500 ETF
SPYM
$141B
$220K 0.1%
2,744
+8
1
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