QFA
Quantum Financial Advisors Portfolio holdings
AUM
$820M
1-Year Est. Return
13.87%
1 Year Est. Return
+13.87%
AUM
$739M
AUM Growth
+$67.9M
(+10%)
Holding
196
Top Buys
| 1 | +$8.61M | |
| 2 | +$5.95M | |
| 3 | +$4.67M | |
| 4 |
Dimensional Ultrashort Fixed Income ETF
DUSB
|
+$3.5M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$3.46M |
Top Sells
| 1 | +$3.93M | |
| 2 | +$3.56M | |
| 3 | +$2.63M | |
| 4 |
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
|
+$2.51M |
| 5 |
Dimensional International Sustainability Core 1 ETF
DFSI
|
+$2.08M |
Sector Composition
| 1 | Technology | 4.92% |
| 2 | Financials | 1.36% |
| 3 | Communication Services | 1.32% |
| 4 | Consumer Discretionary | 0.93% |
| 5 | Industrials | 0.84% |
