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
$671M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$3.03M
3
+$2.55M
4
IBIK
iShares iBonds Oct 2034 Term TIPS ETF
IBIK
+$2.52M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.93M

Top Sells

1
+$5.25M
2
+$4.44M
3
+$2.41M
4
NVDA icon
NVIDIA
NVDA
+$1.23M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.05M

Sector Composition

1 Technology 4.9%
2 Financials 1.37%
3 Communication Services 1.24%
4 Consumer Discretionary 1.09%
5 Healthcare 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
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