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
76
$313K 0.19%
+4,943
77
$313K 0.19%
+5,212
78
$310K 0.18%
+6,164
79
$310K 0.18%
+4,548
80
$308K 0.18%
+5,150
81
$307K 0.18%
+4,537
82
$306K 0.18%
+5,580
83
$300K 0.18%
+10,000
84
$297K 0.18%
+5,093
85
$297K 0.18%
+1,014
86
$297K 0.18%
+8,142
87
$293K 0.17%
+1,061
88
$290K 0.17%
+2,064
89
$290K 0.17%
+2,583
90
$290K 0.17%
+1,930
91
$289K 0.17%
+803
92
$289K 0.17%
+3,022
93
$289K 0.17%
+2,133
94
$288K 0.17%
+1,200
95
$286K 0.17%
+2,139
96
$281K 0.17%
+3,874
97
$277K 0.16%
+1,276
98
$275K 0.16%
+5,338
99
$269K 0.16%
+2,500
100
$263K 0.16%
+10,592
1 2 3
4
5