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
76
$300K 0.17%
2,551
-518
77
$297K 0.16%
2,101
+29
78
$293K 0.16%
+3,198
79
$286K 0.16%
5,168
+21
80
$283K 0.16%
2,143
-2,054
81
$269K 0.15%
6,464
-402
82
$267K 0.15%
5,554
-1,945
83
$260K 0.14%
2,855
-39
84
$259K 0.14%
1,014
85
$257K 0.14%
2,531
+12
86
$257K 0.14%
3,315
-61
87
$256K 0.14%
2,340
-360
88
$252K 0.14%
5,906
-927
89
$243K 0.13%
770
-5
90
$235K 0.13%
2,162
+28
91
$233K 0.13%
2,466
-270
92
$233K 0.13%
1,725
-45
93
$224K 0.12%
10,534
94
$224K 0.12%
3,624
+31
95
$217K 0.12%
1,521
+5
96
$214K 0.12%
6,247
-1,353
97
$214K 0.12%
4,577
+2
98
$210K 0.12%
5,357
-511
99
$210K 0.12%
5,193
+3
100
$209K 0.12%
1,025
+8
1 2 3
4
5