RFN

RDA Financial Network Portfolio holdings

AUM $415M
1-Year Est. Return 19.57%
This Quarter Est. Return
1 Year Est. Return
+19.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$370M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.85M
3
+$1.84M
4
NFLX icon
Netflix
NFLX
+$1.7M
5
KKR icon
KKR & Co
KKR
+$1.67M

Top Sells

1
+$2.78M
2
+$2.48M
3
+$1.83M
4
TSM icon
TSMC
TSM
+$1.74M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.67M

Sector Composition

1 Technology 19.63%
2 Financials 8.84%
3 Communication Services 7.01%
4 Healthcare 6.77%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.53%
13,697
+1,111
52
$1.96M 0.53%
21,302
+424
53
$1.95M 0.53%
61,237
+39,254
54
$1.92M 0.52%
72,623
+2,055
55
$1.91M 0.52%
17,451
-277
56
$1.86M 0.5%
6,043
+339
57
$1.85M 0.5%
+19,843
58
$1.84M 0.5%
+8,093
59
$1.81M 0.49%
42,591
+453
60
$1.78M 0.48%
4,399
+68
61
$1.78M 0.48%
182,909
+3,500
62
$1.78M 0.48%
18,988
+497
63
$1.73M 0.47%
37,476
-8,662
64
$1.73M 0.47%
7,564
+168
65
$1.72M 0.46%
3,035
+116
66
$1.71M 0.46%
32,653
-1,842
67
$1.7M 0.46%
10,681
+1,030
68
$1.7M 0.46%
+12,660
69
$1.68M 0.45%
76,661
-2,183
70
$1.64M 0.44%
67,769
-816
71
$1.58M 0.43%
24,876
+7,915
72
$1.57M 0.42%
6,318
+175
73
$1.56M 0.42%
12,324
+86
74
$1.55M 0.42%
13,213
-265
75
$1.53M 0.41%
8,656
-25
1 2
3
4 5