RFN
RDA Financial Network Portfolio holdings
AUM
$370M
1-Year Return
17.77%
This Quarter Return
+11.08%
1 Year Return
+17.77%
3 Year Return
+72.7%
5 Year Return
+109.77%
10 Year Return
–
AUM
$370M
AUM Growth
+$34.8M
(+10%)
Cap. Flow
+$5.38M
Cap. Flow
% of AUM
1.45%
Top 10 Holdings %
Top 10 Hldgs %
28.99%
Holding
268
New
25
Increased
104
Reduced
107
Closed
12
Top Buys
| 1 |
Invesco S&P International Developed Momentum ETF
IDMO
|
$2.19M |
| 2 |
Uber
UBER
|
$1.85M |
| 3 |
Invesco NASDAQ 100 ETF
QQQM
|
$1.84M |
| 4 |
Netflix
NFLX
|
$1.7M |
| 5 |
KKR & Co
KKR
|
$1.67M |
Top Sells
| 1 |
Broadcom
AVGO
|
$2.78M |
| 2 |
iShares Global 100 ETF
IOO
|
$2.48M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.83M |
| 4 |
TSMC
TSM
|
$1.74M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.67M |
Sector Composition
| 1 | Technology | 19.63% |
| 2 | Financials | 8.84% |
| 3 | Communication Services | 7.01% |
| 4 | Healthcare | 6.77% |
| 5 | Consumer Discretionary | 4.24% |
