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
$149M
AUM Growth
-$157K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$320K
2
+$155K
3
+$132K
4
DFSU icon
Dimensional US Sustainability Core 1 ETF
DFSU
+$86.1K
5
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$78.3K

Top Sells

1
+$3.09M
2
+$1.48M
3
+$1.29M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.14M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$980K

Sector Composition

1 Technology 0.48%
2 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$973K 0.65%
14,899
+402
27
$959K 0.64%
31,121
+829
28
$745K 0.5%
21,033
+742
29
$742K 0.5%
6,890
30
$713K 0.48%
3,062
-55
31
$540K 0.36%
8,676
-50
32
$537K 0.36%
936
-102
33
$532K 0.36%
2,652
-5
34
$486K 0.33%
11,424
+1,842
35
$472K 0.32%
8,209
-564
36
$444K 0.3%
16,183
37
$371K 0.25%
5,720
38
$355K 0.24%
5,484
39
$338K 0.23%
2,085
40
$337K 0.23%
5,117
41
$301K 0.2%
11,250
-18
42
$256K 0.17%
1,160
43
$246K 0.17%
9,557
+624
44
$234K 0.16%
3,711
-118
1
2