QHA
Quarry Hill Advisors Portfolio holdings
AUM
$215M
1-Year Est. Return
19.66%
This Fund
S&P 500
1 Year Est. Return
+19.66%
AUM
$195M
AUM Growth
+$23.1M
(+13%)
Holding
52
Top Buys
| 1 | +$2.48M | |
| 2 | +$2.08M | |
| 3 | +$1.86M | |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$1.26M |
| 5 |
Dimensional US Sustainability Core 1 ETF
DFSU
|
+$644K |
Top Sells
| 1 | +$349K | |
| 2 | +$292K | |
| 3 | +$280K | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$223K |
| 5 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$129K |
Sector Composition
| 1 | Technology | 0.52% |
| 2 | Healthcare | 0.2% |
| 3 | Real Estate | 0.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Seagate
STX
$97.3B
| – | – |
-2,024
|
|
||
52
Avantis US Large Cap Value ETF
AVLV
$9.94B
| – | – |
-5,117
|
|