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
176
$241K 0.12%
203
177
$239K 0.12%
2,749
+2
178
$239K 0.12%
+3,871
179
$236K 0.12%
3,460
-282
180
$236K 0.12%
+959
181
$236K 0.12%
20,291
-500
182
$236K 0.12%
2,236
-103
183
$235K 0.12%
2,738
-165
184
$233K 0.12%
+2,870
185
$232K 0.12%
+4,073
186
$226K 0.11%
+3,442
187
$226K 0.11%
4,499
-576
188
$225K 0.11%
5,014
-284
189
$220K 0.11%
+9,800
190
$217K 0.11%
+4,610
191
$216K 0.11%
2,258
-965
192
$216K 0.11%
3,468
-2,416
193
$216K 0.11%
+6,566
194
$215K 0.11%
1,860
+1
195
$215K 0.11%
+4,676
196
$214K 0.11%
3,645
-80
197
$210K 0.11%
+4,515
198
$209K 0.11%
+640
199
$206K 0.1%
+370
200
$204K 0.1%
+7,525
6 7
8
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