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
76
$879K 0.37%
19,024
-283
77
$874K 0.37%
8,124
-561
78
$869K 0.37%
5,012
-9
79
$860K 0.36%
17,515
+303
80
$860K 0.36%
+7,224
81
$851K 0.36%
14,131
+322
82
$789K 0.33%
10,291
-130
83
$788K 0.33%
8,448
+687
84
$779K 0.33%
14,622
-16
85
$748K 0.31%
1,847
-1,652
86
$743K 0.31%
18,258
-1,367
87
$677K 0.28%
14,457
-75
88
$667K 0.28%
+6,042
89
$639K 0.27%
4,059
+33
90
$612K 0.26%
3,521
+8
91
$607K 0.26%
3,244
+362
92
$596K 0.25%
9,449
+95
93
$595K 0.25%
5,544
+1,197
94
$595K 0.25%
6,002
-122
95
$592K 0.25%
17,544
96
$586K 0.25%
11,242
+105
97
$582K 0.24%
33,787
-476
98
$570K 0.24%
18,233
+861
99
$568K 0.24%
5,320
-547
100
$566K 0.24%
2,679
+32
2 3
4
5 6