QFA

Quantum Financial Advisors Portfolio holdings

AUM $820M
1-Year Est. Return 13.87%
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Sells

1 +$8.16M
2 +$1.29M
3 +$1.24M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$943K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$440K

Sector Composition

1 Technology 6.29%
2 Healthcare 1.22%
3 Financials 0.95%
4 Communication Services 0.93%
5 Consumer Discretionary 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,293
102
-1,395