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
$230M
AUM Growth
+$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.75M
3
+$1.73M
4
BND icon
Vanguard Total Bond Market
BND
+$1.23M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.01M

Top Sells

1
+$3.5M
2
+$1.94M
3
+$1.4M
4
XOM icon
Exxon Mobil
XOM
+$750K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$533K

Sector Composition

1 Technology 5.12%
2 Consumer Staples 2.12%
3 Healthcare 1.6%
4 Financials 1.55%
5 Utilities 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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104
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105
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107
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108
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109
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110
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111
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112
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113
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114
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-8,863
115
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-1,674
1 2 3 4
5