RFN

RDA Financial Network Portfolio holdings

AUM $400M
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
-$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$675K
2
+$598K
3
+$412K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$332K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$329K

Top Sells

1
+$1.3M
2
+$611K
3
+$557K
4
AAPL icon
Apple
AAPL
+$501K
5
META icon
Meta Platforms (Facebook)
META
+$403K

Sector Composition

1 Technology 10.16%
2 Healthcare 9.27%
3 Financials 7.19%
4 Communication Services 4.6%
5 Consumer Discretionary 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
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