RFA

Radnor Financial Advisors Portfolio holdings

AUM $284M
1-Year Est. Return 23.51%
This Quarter Est. Return
1 Year Est. Return
-23.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$278M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$14.4M
3
+$6.28M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.31M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$864K

Top Sells

1
+$253K
2
+$214K
3
+$51.3K
4
VV icon
Vanguard Large-Cap ETF
VV
+$32.9K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$32.2K

Sector Composition

1 Financials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.42%
4,335
-98
1
2