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
101
$202K 0.11%
13,337
102
– –
-5,357
103
– –
-430
104
– –
-6,247
105
– –
-9,566
106
– –
-1,725
107
– –
-1,521
108
– –
-1,500
109
– –
-6,464
1 2 3 4
5