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
76
$296K 0.16%
6,004
77
$293K 0.16%
3,198
78
$292K 0.16%
5,196
+28
79
$286K 0.16%
6,158
-300
80
$276K 0.15%
1,035
+10
81
$261K 0.14%
12,988
-2,184
82
$260K 0.14%
3,321
+6
83
$249K 0.14%
2,895
+40
84
$244K 0.13%
2,536
+5
85
$243K 0.13%
2,045
-56
86
$239K 0.13%
2,351
-200
87
$237K 0.13%
5,917
+11
88
$230K 0.13%
2,388
+48
89
$229K 0.12%
5,304
+111
90
$227K 0.12%
+7,500
91
$226K 0.12%
3,668
+44
92
$225K 0.12%
2,382
-84
93
$224K 0.12%
840
-510
94
$222K 0.12%
781
+11
95
$222K 0.12%
+2,742
96
$218K 0.12%
1,014
97
$211K 0.11%
2,182
+20
98
$210K 0.11%
+5,865
99
$207K 0.11%
10,532
-2
100
$202K 0.11%
4,589
+12
1 2 3
4
5