RFA
Radnor Financial Advisors Portfolio holdings
AUM
$284M
1-Year Est. Return
23.21%
This Fund
S&P 500
1 Year Est. Return
-23.21%
AUM
$284M
AUM Growth
-$6.2M
(-2.1%)
Holding
27
Top Buys
| 1 | +$2.37M | |
| 2 | +$2.25M | |
| 3 | +$1.76M | |
| 4 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$1.21M |
| 5 |
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
|
+$1.19M |
Top Sells
| 1 | +$610K | |
| 2 | +$220K | |
| 3 | +$212K | |
| 4 |
Vanguard ESG US Stock ETF
ESGV
|
+$14.6K |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.17B
| $1.08M | 0.38% |
+35,229
|
|
||
27
iShares Russell 1000 Growth ETF
IWF
$113B
| $1.02M | 0.36% |
+4,863
|
|