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RFN
RDA Financial Network Portfolio holdings
AUM
$459M
1-Year Est. Return
24.58%
This Fund
S&P 500
This Quarter
Est. Return
+11.31%
1 Year Est. Return
+24.58%
3 Year Est. Return
+82.14%
5 Year Est. Return
+92.85%
10 Year Est. Return
–
AUM
$212M
AUM Growth
–
Cap. Flow
+$201M
Cap. Flow
% of AUM
94.82%
Top 10 Holdings %
Top 10 Hldgs %
33.1%
Holding
222
New
222
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$13.3M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$13M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$9.46M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$6.88M |
| 5 |
Procter & Gamble
PG
|
+$5.62M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 5.69% |
| 2 | Technology | 4.57% |
| 3 | Consumer Staples | 3.85% |
| 4 | Communication Services | 3.28% |
| 5 | Consumer Discretionary | 3.22% |
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