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
$181M
AUM Growth
-$6.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$6.11M
3
+$2.68M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.21M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.74M

Top Sells

1
+$1.32M
2
+$713K
3
+$403K
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$278K
5
V icon
Visa
V
+$277K

Sector Composition

1 Technology 5.61%
2 Consumer Staples 3.07%
3 Healthcare 2.29%
4 Financials 2.28%
5 Utilities 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$409K 0.23%
14,084
+46
52
$408K 0.23%
19,486
-6,164
53
$404K 0.22%
4,826
-192
54
$401K 0.22%
8,617
-15,331
55
$399K 0.22%
2,530
+3
56
$390K 0.22%
6,039
57
$386K 0.21%
2,520
+209
58
$382K 0.21%
888
-26
59
$379K 0.21%
7,231
-417
60
$378K 0.21%
1,350
+395
61
$371K 0.21%
1,653
-57
62
$371K 0.21%
1,145
+29
63
$366K 0.2%
10,231
+46
64
$362K 0.2%
15,150
65
$351K 0.19%
15,172
-681
66
$347K 0.19%
2,318
-523
67
$341K 0.19%
4,782
+17
68
$336K 0.19%
3,080
-260
69
$335K 0.19%
1,902
70
$334K 0.19%
4,990
-379
71
$317K 0.18%
+3,833
72
$314K 0.17%
612
-109
73
$310K 0.17%
6,458
+1,501
74
$308K 0.17%
+2,793
75
$304K 0.17%
6,004
1 2
3
4 5