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
176
$280K 0.12%
8,990
-225
177
$276K 0.12%
26,374
-3,230
178
$276K 0.12%
2,318
+645
179
$272K 0.11%
+1,581
180
$272K 0.11%
3,232
-250
181
$271K 0.11%
+563
182
$270K 0.11%
7,944
-2,296
183
$269K 0.11%
17,749
-550
184
$266K 0.11%
5,662
-164
185
$260K 0.11%
552
-12
186
$255K 0.11%
576
-34
187
$251K 0.11%
2,441
+413
188
$247K 0.1%
4,416
+126
189
$247K 0.1%
4,083
+10
190
$244K 0.1%
212
+4
191
$244K 0.1%
4,478
+1
192
$240K 0.1%
12,737
193
$238K 0.1%
1,199
-208
194
$238K 0.1%
1,874
-129
195
$237K 0.1%
7,835
-195
196
$237K 0.1%
2,649
-117
197
$236K 0.1%
8,006
198
$236K 0.1%
2,146
-13
199
$235K 0.1%
3,209
-220
200
$234K 0.1%
1,764
-3
6 7
8
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