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
$238M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$984K
3
+$941K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$932K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$927K

Top Sells

1
+$2.09M
2
+$931K
3
+$858K
4
NVDA icon
NVIDIA
NVDA
+$690K
5
DE icon
Deere & Co
DE
+$669K

Sector Composition

1 Technology 14.04%
2 Healthcare 8.16%
3 Financials 7.19%
4 Communication Services 4.87%
5 Consumer Discretionary 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.76M 1.16%
24,944
+8,435
27
$2.75M 1.16%
27,330
+9,210
28
$2.49M 1.05%
25,957
-1,166
29
$2.38M 1%
6,734
-324
30
$2.33M 0.98%
45,415
-11,860
31
$2.28M 0.96%
128,296
+16,933
32
$2.2M 0.93%
+48,488
33
$2.05M 0.86%
4,363
-147
34
$2.05M 0.86%
13,667
-121
35
$2.01M 0.84%
45,481
+1,894
36
$1.98M 0.83%
26,034
-1,017
37
$1.98M 0.83%
19,826
-435
38
$1.87M 0.79%
19,830
-300
39
$1.78M 0.75%
22,355
+925
40
$1.74M 0.73%
7,120
+520
41
$1.73M 0.73%
51,440
+4,275
42
$1.7M 0.72%
20,446
+120
43
$1.63M 0.69%
16,168
-375
44
$1.61M 0.68%
7,317
-242
45
$1.57M 0.66%
4,603
+246
46
$1.54M 0.65%
19,883
+933
47
$1.54M 0.65%
81,842
-50
48
$1.53M 0.64%
30,612
+992
49
$1.46M 0.61%
40,580
+9,668
50
$1.45M 0.61%
2,772
-33
1
2
3 4 5