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
151
$331K 0.14%
+7,260
152
$327K 0.14%
3,745
-125
153
$325K 0.14%
+3,625
154
$324K 0.14%
6,826
155
$321K 0.14%
23,825
-300
156
$321K 0.13%
1,704
-26
157
$319K 0.13%
9,640
+20
158
$318K 0.13%
7,923
-425
159
$316K 0.13%
3,777
-68
160
$315K 0.13%
7,704
-100
161
$315K 0.13%
2,075
+11
162
$314K 0.13%
10,050
163
$313K 0.13%
13,989
-834
164
$311K 0.13%
6,728
+945
165
$310K 0.13%
7,894
-1,311
166
$309K 0.13%
1,682
-20
167
$301K 0.13%
1,486
-118
168
$296K 0.12%
3,625
-252
169
$296K 0.12%
4,283
-6,750
170
$290K 0.12%
4,748
-300
171
$289K 0.12%
4,284
+314
172
$285K 0.12%
6,445
-120
173
$285K 0.12%
361
-7
174
$282K 0.12%
1,958
-580
175
$280K 0.12%
4,879
+1,107
5 6
7
8 9