TFA

Triad Financial Advisors Portfolio holdings

AUM $284M
1-Year Est. Return 14.95%
This Quarter Est. Return
1 Year Est. Return
+14.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$51.1M
2
+$11.7M
3
+$11.2M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$7.08M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$6.83M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.33%
2 Financials 4.22%
3 Consumer Staples 4.18%
4 Consumer Discretionary 4.12%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.6%
+3,365
27
$989K 0.59%
+5,761
28
$962K 0.57%
+21,629
29
$937K 0.56%
+5,474
30
$919K 0.55%
+14,490
31
$872K 0.52%
+18,343
32
$786K 0.47%
+4,296
33
$759K 0.45%
+4,244
34
$756K 0.45%
+5,220
35
$721K 0.43%
+6,300
36
$706K 0.42%
+9,454
37
$681K 0.4%
+7,054
38
$646K 0.38%
+2,500
39
$641K 0.38%
+10,950
40
$612K 0.36%
+5,219
41
$610K 0.36%
+5,273
42
$598K 0.35%
+11,509
43
$592K 0.35%
+4,025
44
$584K 0.35%
+1,224
45
$568K 0.34%
+3,371
46
$552K 0.33%
+5,350
47
$550K 0.33%
+1,560
48
$541K 0.32%
+9,130
49
$526K 0.31%
+6,597
50
$522K 0.31%
+8,373
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