TFP

Triune Financial Partners Portfolio holdings

AUM $397M
1-Year Est. Return 13.37%
This Quarter Est. Return
1 Year Est. Return
+13.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.56M
3
+$2.29M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.62M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.59M

Top Sells

1
+$98.6K
2
+$42.3K
3
+$40.7K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$28.4K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$8.61K

Sector Composition

1 Financials 0.79%
2 Healthcare 0.38%
3 Technology 0.22%
4 Materials 0.22%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$209K 0.1%
6,383
-1,296
27
$182K 0.09%
21,075
+299
28
$35.2K 0.02%
20,375
1
2