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
51
$1.44M 0.61%
10,154
-595
52
$1.38M 0.58%
34,708
-11
53
$1.35M 0.57%
53,720
+997
54
$1.26M 0.53%
141,609
+29,550
55
$1.25M 0.52%
30,128
-990
56
$1.21M 0.51%
2,251
+1,827
57
$1.2M 0.5%
20,042
+25
58
$1.18M 0.5%
29,135
+1,600
59
$1.16M 0.49%
51,485
+494
60
$1.14M 0.48%
13,295
-100
61
$1.13M 0.48%
32,125
-2,748
62
$1.12M 0.47%
15,133
-1,504
63
$1.1M 0.46%
8,720
+429
64
$1.1M 0.46%
26,203
+516
65
$1.09M 0.46%
11,758
-55
66
$1.06M 0.45%
13,111
-404
67
$1.03M 0.43%
2,246
-9
68
$1.02M 0.43%
2,590
-32
69
$998K 0.42%
6,146
-17
70
$971K 0.41%
26,122
-277
71
$968K 0.41%
13,783
+130
72
$924K 0.39%
5,185
-261
73
$916K 0.39%
5,533
-90
74
$911K 0.38%
4,917
-56
75
$885K 0.37%
47,232
+3,260
1 2
3
4 5