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
$199M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.43M
3
+$1.41M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.19M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.07M

Top Sells

1
+$2.63M
2
+$2.05M
3
+$1.41M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.24M
5
UNH icon
UnitedHealth
UNH
+$1.19M

Sector Composition

1 Technology 10.15%
2 Healthcare 9.81%
3 Financials 7.64%
4 Communication Services 3.99%
5 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$305K 0.15%
4,000
152
$302K 0.15%
2,072
-683
153
$299K 0.15%
24,125
+332
154
$297K 0.15%
6,600
+295
155
$287K 0.14%
1,737
+63
156
$283K 0.14%
735
-93
157
$279K 0.14%
1,604
-80
158
$277K 0.14%
+9,323
159
$273K 0.14%
7,804
-350
160
$272K 0.14%
8,030
-1,185
161
$270K 0.14%
3,623
+295
162
$267K 0.13%
2,032
-58
163
$265K 0.13%
565
-1
164
$264K 0.13%
+5,787
165
$262K 0.13%
1,425
-6,778
166
$258K 0.13%
5,785
+1,142
167
$256K 0.13%
5,048
+173
168
$254K 0.13%
+9,214
169
$251K 0.13%
13,037
170
$251K 0.13%
656
-122
171
$250K 0.13%
11,383
+733
172
$250K 0.13%
5,265
173
$248K 0.12%
2,104
-296
174
$245K 0.12%
933
+19
175
$244K 0.12%
1,882
-86
5 6
7
8 9