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PWIA

Porter White Investment Advisors Portfolio holdings

AUM $250M
1-Year Est. Return 18.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.07M
3
+$1.05M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$920K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$883K

Top Sells

1
+$580K
2
+$488K
3
+$485K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$313K
5
LIAV
LifeX 2061 Inflation-Protected Longevity Income ETF
LIAV
+$271K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$857K 0.37%
1,399
-1
27
$787K 0.34%
21,637
-372
28
$757K 0.32%
11,054
-41
29
$575K 0.25%
11,326
-11,419
30
$481K 0.21%
10,514
-343
31
$395K 0.17%
5,469
32
$352K 0.15%
4,861
33
$312K 0.13%
4,631
34
$240K 0.1%
3,337
+7
35
$239K 0.1%
3,186
36
– –
-2,462
37
– –
-2,625
38
– –
-1,130
1
2