RFA
Radnor Financial Advisors Portfolio holdings
AUM
$284M
1-Year Est. Return
23.51%
1 Year Est. Return
-23.51%
AUM
$284M
AUM Growth
-$6.2M
(-2.1%)
Holding
27
Top Buys
| 1 | +$2.16M | |
| 2 | +$2.03M | |
| 3 | +$1.56M | |
| 4 |
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
|
+$1.08M |
| 5 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$1.07M |
Top Sells
| 1 | +$549K | |
| 2 | +$198K | |
| 3 | +$190K | |
| 4 |
Vanguard ESG US Stock ETF
ESGV
|
+$13.1K |
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
$2.02B
| $1.08M | 0.38% |
+35,229
|
|
||
27
iShares Russell 1000 Growth ETF
IWF
$128B
| $1.02M | 0.36% |
+4,863
|
|