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
101
$255K 0.15%
+13,530
102
$254K 0.15%
+5,285
103
$253K 0.15%
+1,768
104
$248K 0.15%
+2,829
105
$246K 0.15%
+1,070
106
$244K 0.14%
+3,188
107
$244K 0.14%
+1,500
108
$238K 0.14%
+5,882
109
$236K 0.14%
+2,591
110
$231K 0.14%
+8,394
111
$231K 0.14%
+6,635
112
$222K 0.13%
+8,124
113
$216K 0.13%
+2,900
114
$212K 0.13%
+4,866
115
$210K 0.12%
+4,440
116
$207K 0.12%
+800
117
$90K 0.05%
+15,286
1 2 3 4
5