QHA

Quarry Hill Advisors Portfolio holdings

AUM $172M
1-Year Est. Return 11.58%
This Quarter Est. Return
1 Year Est. Return
+11.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$977K
3
+$726K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$588K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$435K

Top Sells

1
+$258K
2
+$141K
3
+$42.4K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$42.1K
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$27.8K

Sector Composition

1 Technology 0.43%
2 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$708K 0.52%
6,890
27
$644K 0.47%
20,013
+2,359
28
$578K 0.43%
3,371
29
$546K 0.4%
28,296
+968
30
$543K 0.4%
1,038
31
$515K 0.38%
9,043
-125
32
$508K 0.37%
2,649
-34
33
$477K 0.35%
8,773
34
$400K 0.29%
16,183
35
$396K 0.29%
9,611
+54
36
$357K 0.26%
5,720
37
$351K 0.26%
2,220
+12
38
$331K 0.24%
+5,483
39
$329K 0.24%
5,117
40
$311K 0.23%
+1,836
41
$299K 0.22%
5,095
+5
42
$285K 0.21%
11,250
43
$278K 0.2%
+579
44
$264K 0.19%
4,301
-33
45
$244K 0.18%
1,160
46
$240K 0.18%
8,905
-15
1
2