RFN

RDA Financial Network Portfolio holdings

AUM $405M
1-Year Est. Return 19.89%
This Quarter Est. Return
1 Year Est. Return
+19.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.43M
3
+$1.41M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.19M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.07M

Top Sells

1
+$2.63M
2
+$2.05M
3
+$1.41M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.24M
5
UNH icon
UnitedHealth
UNH
+$1.19M

Sector Composition

1 Technology 10.15%
2 Healthcare 9.81%
3 Financials 7.64%
4 Communication Services 3.99%
5 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 1.02%
7,626
+492
27
$1.97M 0.99%
13,931
+187
28
$1.95M 0.98%
20,590
+64
29
$1.92M 0.97%
43,765
-5,405
30
$1.75M 0.88%
19,848
-603
31
$1.74M 0.87%
27,124
+4,950
32
$1.68M 0.85%
16,143
-727
33
$1.66M 0.84%
13,802
+3,337
34
$1.66M 0.83%
104,219
+6,921
35
$1.61M 0.81%
6,502
+245
36
$1.58M 0.79%
35,311
+709
37
$1.55M 0.78%
4,234
+1,018
38
$1.54M 0.77%
2,789
-525
39
$1.51M 0.76%
3,514
+414
40
$1.5M 0.76%
7,121
+2,451
41
$1.48M 0.75%
10,568
-590
42
$1.48M 0.74%
80,092
+2,897
43
$1.45M 0.73%
19,416
-1,305
44
$1.43M 0.72%
+29,122
45
$1.41M 0.71%
+18,945
46
$1.41M 0.71%
32,113
-35
47
$1.4M 0.71%
41,055
48
$1.39M 0.7%
7,293
-8
49
$1.35M 0.68%
4,367
+110
50
$1.34M 0.68%
20,720
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2
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