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
101
$564K 0.24%
24,454
+244
102
$557K 0.23%
1,932
-31
103
$538K 0.23%
20,432
+125
104
$529K 0.22%
33,149
-572
105
$523K 0.22%
5,930
-168
106
$521K 0.22%
2,904
107
$520K 0.22%
2,364
-51
108
$518K 0.22%
1
109
$508K 0.21%
2,064
+150
110
$503K 0.21%
32,439
+1,600
111
$502K 0.21%
1,233
-125
112
$501K 0.21%
1,315
+687
113
$491K 0.21%
2,901
-240
114
$479K 0.2%
4,429
+344
115
$474K 0.2%
16,507
-801
116
$457K 0.19%
40,200
-500
117
$438K 0.18%
5,350
118
$432K 0.18%
1,251
119
$430K 0.18%
8,208
+33
120
$425K 0.18%
18,576
-2,684
121
$425K 0.18%
10,617
+21
122
$424K 0.18%
6,803
-50
123
$417K 0.18%
1,472
124
$410K 0.17%
1,975
-51
125
$406K 0.17%
30,075
3 4
5
6 7