TFP
Triune Financial Partners Portfolio holdings
AUM
$363M
This Quarter Return
+8.98%
1 Year Return
+12.66%
3 Year Return
+45.7%
5 Year Return
–
10 Year Return
–
AUM
$363M
AUM Growth
+$363M
(+15%)
Cap. Flow
+$21.2M
Cap. Flow
% of AUM
5.83%
Top 10 Holdings %
Top 10 Hldgs %
94.07%
Holding
46
New
9
Increased
15
Reduced
16
Closed
4
Top Buys
Top Sells
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$2.35M |
| 2 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$2.01M |
| 3 |
Dimensional US Marketwide Value ETF
DFUV
|
$359K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$245K |
| 5 |
Merck
MRK
|
$235K |
Sector Composition
| 1 | Financials | 0.68% |
| 2 | Technology | 0.47% |
| 3 | Energy | 0.27% |
| 4 | Healthcare | 0.17% |
| 5 | Consumer Discretionary | 0.12% |
