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
$305M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.74M
3
+$1.24M
4
EDIV icon
SPDR S&P Emerging Markets Dividend ETF
EDIV
+$1.18M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.04M

Top Sells

1
+$2.75M
2
+$1.53M
3
+$1.22M
4
DBEM icon
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
+$1.21M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.16M

Sector Composition

1 Technology 17.95%
2 Healthcare 8.96%
3 Financials 7.34%
4 Communication Services 5.65%
5 Consumer Discretionary 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.68M 0.55%
43,351
-55
52
$1.67M 0.55%
79,976
-492
53
$1.64M 0.54%
15,128
+70
54
$1.62M 0.53%
81,578
-67
55
$1.6M 0.53%
23,703
-21
56
$1.59M 0.52%
164,334
+10,875
57
$1.59M 0.52%
20,493
+4,365
58
$1.56M 0.51%
9,719
-725
59
$1.54M 0.5%
34,026
+22,912
60
$1.53M 0.5%
9,314
-271
61
$1.51M 0.5%
13,686
-10,474
62
$1.48M 0.48%
8,655
+4,444
63
$1.41M 0.46%
48,869
+16
64
$1.37M 0.45%
11,083
-28
65
$1.34M 0.44%
3,899
+598
66
$1.31M 0.43%
24,503
-15,014
67
$1.29M 0.42%
7,029
+731
68
$1.29M 0.42%
56,502
+36,058
69
$1.28M 0.42%
28,912
-250
70
$1.26M 0.41%
2,847
+104
71
$1.24M 0.41%
6,232
+282
72
$1.24M 0.41%
17,222
-96
73
$1.24M 0.4%
47,679
+4,536
74
$1.24M 0.4%
+5,413
75
$1.21M 0.4%
28,115
-150
1 2
3
4 5