RFA
Radnor Financial Advisors Portfolio holdings
AUM
$284M
This Quarter Return
+6.92%
1 Year Return
-23.51%
3 Year Return
+2.54%
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
–
Cap. Flow
+$146M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
86.64%
Holding
17
New
17
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Small-Cap Growth ETF
VBK
|
$29.6M |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
$21.1M |
| 3 |
Golub Capital BDC
GBDC
|
$21M |
| 4 |
Vanguard Growth ETF
VUG
|
$17M |
| 5 |
Schwab International Equity ETF
SCHF
|
$9.81M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 17.19% |
