TFA
Triad Financial Advisors Portfolio holdings
AUM
$284M
This Quarter Return
+7.12%
1 Year Return
+14.95%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$224M
AUM Growth
+$224M
(+22%)
Cap. Flow
+$28.8M
Cap. Flow
% of AUM
12.85%
Top 10 Holdings %
Top 10 Hldgs %
67.87%
Holding
116
New
15
Increased
45
Reduced
41
Closed
6
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$10.2M |
| 2 |
Dimensional US Marketwide Value ETF
DFUV
|
$5.47M |
| 3 |
Vanguard Total Bond Market
BND
|
$3.61M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$3.31M |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
$2.57M |
Top Sells
Sector Composition
| 1 | Technology | 4.33% |
| 2 | Consumer Staples | 2.54% |
| 3 | Healthcare | 2.29% |
| 4 | Financials | 2.04% |
| 5 | Energy | 1.53% |
