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
101
$208K 0.12%
430
+8
102
$201K 0.11%
1,500
103
$156K 0.09%
13,337
-57
104
– –
-4,629
105
– –
-4,466
106
– –
-3,022
107
– –
-5,851
108
– –
-13,530
109
– –
-1,249
110
– –
-1,392
111
– –
-5,580
112
– –
-2,276
113
– –
-5,375
114
– –
-2,607
115
– –
-888
116
– –
-4,489
117
– –
-2,878
1 2 3 4
5