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
$281M
AUM Growth
+$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$1.94M
2 +$767K
3 +$751K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$739K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$439K

Top Sells

1 +$5.57M
2 +$2.75M
3 +$812K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$221K
5
VV icon
Vanguard Large-Cap ETF
VV
+$143K

Sector Composition

1 Financials 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.2M 0.43%
3,940
-311