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
126
$404K 0.17%
9,732
+16
127
$402K 0.17%
16,620
+8,175
128
$400K 0.17%
2,969
+465
129
$400K 0.17%
5,189
+761
130
$395K 0.17%
5,220
-36
131
$395K 0.17%
7,625
+14
132
$387K 0.16%
7,504
+176
133
$384K 0.16%
9,950
+190
134
$380K 0.16%
8,355
+54
135
$378K 0.16%
3,128
+392
136
$372K 0.16%
2,428
-179
137
$368K 0.15%
1,185
-14
138
$368K 0.15%
1,393
-53
139
$367K 0.15%
10,002
+108
140
$366K 0.15%
1,039
+170
141
$362K 0.15%
10,815
+1,815
142
$360K 0.15%
3,569
-13
143
$357K 0.15%
4,755
+872
144
$354K 0.15%
5,699
+41
145
$349K 0.15%
6,646
-26
146
$340K 0.14%
6,254
-409
147
$338K 0.14%
758
+7
148
$336K 0.14%
2,535
+10
149
$332K 0.14%
10,748
-1,091
150
$332K 0.14%
6,460
+1
4 5
6
7 8