TFP

Triune Financial Partners Portfolio holdings

AUM $421M
1-Year Est. Return 22.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$397M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.51M
3
+$1.39M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$996K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$637K

Top Sells

1
+$309K
2
+$251K
3
+$136K
4
DFSI icon
Dimensional International Sustainability Core 1 ETF
DFSI
+$79.2K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$72K

Sector Composition

1 Financials 0.65%
2 Technology 0.5%
3 Energy 0.26%
4 Healthcare 0.21%
5 Communication Services 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$419K 0.11%
2,699
+104
27
$387K 0.1%
508
28
$386K 0.1%
3,419
+14
29
$337K 0.08%
+2,810
30
$292K 0.07%
657
31
$272K 0.07%
9,028
32
$271K 0.07%
6,653
+24
33
$260K 0.07%
+1,071
34
$259K 0.07%
1,386
+13
35
$256K 0.06%
8,045
36
$250K 0.06%
1,589
37
$243K 0.06%
3,395
+34
38
$237K 0.06%
1,077
+5
39
$233K 0.06%
1,175
+2
40
$232K 0.06%
753
+2
41
$219K 0.06%
+899
42
$209K 0.05%
1,038
-50
43
$207K 0.05%
+338
44
$205K 0.05%
+2,442
45
$196K 0.05%
10,221
46
$156K 0.04%
24,585
+338
47
$30.2K 0.01%
20,375
1
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