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
$277M
AUM Growth
-$476K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

1 +$2.64M
2 +$498K
3 +$117K
4
VV icon
Vanguard Large-Cap ETF
VV
+$46.4K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$44.1K

Sector Composition

1 Financials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.17M 0.42%
4,251
-84