RFN
RDA Financial Network Portfolio holdings
AUM
$415M
1-Year Est. Return
19.57%
1 Year Est. Return
+19.57%
AUM
$405M
AUM Growth
+$35.3M
(+9.5%)
Holding
278
Top Buys
| 1 | +$3.45M | |
| 2 | +$2.93M | |
| 3 | +$2.52M | |
| 4 |
BDYN
iShares Dynamic Equity Active ETF
BDYN
|
+$2.31M |
| 5 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$2.24M |
Top Sells
| 1 | +$3.01M | |
| 2 | +$2.97M | |
| 3 | +$2.63M | |
| 4 |
Thermo Fisher Scientific
TMO
|
+$1.78M |
| 5 |
Copart
CPRT
|
+$1.45M |
Sector Composition
| 1 | Technology | 22.27% |
| 2 | Financials | 8.66% |
| 3 | Communication Services | 7.46% |
| 4 | Consumer Discretionary | 4.43% |
| 5 | Healthcare | 4.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
T-Mobile US
TMUS
$213B
| – | – |
-2,268
|
|
||
277
Vanguard Mid-Cap ETF
VO
$94.7B
| – | – |
-785
|
|
||
278
State Street Communication Services Select Sector SPDR ETF
XLC
$26.7B
| – | – |
-3,640
|
|