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
$275M
AUM Growth
-$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.37M
3
+$1.95M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.54M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.16M

Top Sells

1
+$3.53M
2
+$189K
3
+$40.2K

Sector Composition

1 Financials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.4%
3,952
+12
27
– –
-228,432
1
2