QHA
Quarry Hill Advisors Portfolio holdings
AUM
$243M
1-Year Est. Return
24.02%
This Fund
S&P 500
1 Year Est. Return
+24.02%
AUM
$243M
AUM Growth
+$27.9M
(+13%)
Holding
52
Top Buys
| 1 | +$1.84M | |
| 2 | +$884K | |
| 3 | +$772K | |
| 4 |
Avantis US Equity ETF
AVUS
|
+$764K |
| 5 |
Avantis Real Estate ETF
AVRE
|
+$670K |
Top Sells
| 1 | +$794K | |
| 2 | +$626K | |
| 3 | +$234K | |
| 4 |
Avantis Responsible US Equity ETF
AVSU
|
+$186K |
| 5 |
Dimensional US Targeted Value ETF
DFAT
|
+$148K |
Sector Composition
| 1 | Technology | 0.43% |
| 2 | Healthcare | 0.23% |
| 3 | Real Estate | 0.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
AGNC Investment
AGNC
$12.6B
| $109K | 0.04% |
10,000
|
|
||
52
Microsoft
MSFT
$3.08T
| – | – |
-483
|
|