QFA
Quantum Financial Advisors Portfolio holdings
AUM
$739M
This Quarter Return
+8.56%
1 Year Return
+13.22%
3 Year Return
+46.11%
5 Year Return
–
10 Year Return
–
AUM
$739M
AUM Growth
+$739M
(+10%)
Cap. Flow
+$16.3M
Cap. Flow
% of AUM
2.21%
Top 10 Holdings %
Top 10 Hldgs %
54.28%
Holding
196
New
21
Increased
62
Reduced
59
Closed
15
Top Buys
| 1 |
Avantis US Equity ETF
AVUS
|
$8.61M |
| 2 |
SPDR Gold MiniShares Trust
GLDM
|
$5.95M |
| 3 |
Dimensional US Sustainability Core 1 ETF
DFSU
|
$4.67M |
| 4 |
Dimensional Ultrashort Fixed Income ETF
DUSB
|
$3.5M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$3.46M |
Top Sells
Sector Composition
| 1 | Technology | 4.92% |
| 2 | Financials | 1.36% |
| 3 | Communication Services | 1.32% |
| 4 | Consumer Discretionary | 0.93% |
| 5 | Industrials | 0.84% |
