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
$184M
AUM Growth
+$3.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.15M
3
+$1.55M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$1.27M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.15M

Top Sells

1
+$653K
2
+$563K
3
+$528K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$269K
5
KMB icon
Kimberly-Clark
KMB
+$233K

Sector Composition

1 Technology 5.4%
2 Consumer Staples 2.81%
3 Financials 2.24%
4 Healthcare 1.92%
5 Consumer Discretionary 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$394K 0.21%
7,039
+83
52
$387K 0.21%
4,826
53
$386K 0.21%
8,760
+143
54
$379K 0.21%
1,172
+27
55
$378K 0.21%
2,530
56
$376K 0.2%
14,118
+34
57
$375K 0.2%
6,030
-9
58
$375K 0.2%
3,033
+890
59
$369K 0.2%
5,340
-111
60
$367K 0.2%
10,224
-7
61
$360K 0.2%
+1,725
62
$351K 0.19%
9,249
-697
63
$344K 0.19%
890
+2
64
$341K 0.19%
2,540
+20
65
$335K 0.18%
15,114
-36
66
$332K 0.18%
2,318
67
$323K 0.18%
4,753
-29
68
$323K 0.18%
1,888
-14
69
$322K 0.18%
638
+26
70
$314K 0.17%
7,170
-61
71
$312K 0.17%
4,990
72
$308K 0.17%
3,797
-36
73
$307K 0.17%
2,793
74
$302K 0.16%
19,659
+173
75
$298K 0.16%
3,111
+31
1 2
3
4 5