RFA
Radnor Financial Advisors Portfolio holdings
AUM
$284M
1-Year Est. Return
23.51%
1 Year Est. Return
-23.51%
AUM
$291M
AUM Growth
+$15.8M
(+5.7%)
Holding
27
Top Buys
| 1 | +$54.3M | |
| 2 | +$1.77M | |
| 3 | +$1.65M | |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$940K |
| 5 |
Vanguard Growth ETF
VUG
|
+$904K |
Top Sells
| 1 | +$1.35M | |
| 2 | +$1.1M | |
| 3 | +$494K | |
| 4 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$291K |
| 5 |
Vanguard Large-Cap ETF
VV
|
+$4.48K |
Sector Composition
| 1 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Goldman Sachs BDC
GSBD
$1.11B
| – | – |
-68,638
|
|
||
27
iShares Russell 1000 Growth ETF
IWF
$125B
| – | – |
-3,952
|
|