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
201
$228K 0.1%
10,642
-741
202
$227K 0.1%
4,449
-464
203
$227K 0.1%
4,597
-287
204
$223K 0.09%
920
205
$219K 0.09%
+2,413
206
$219K 0.09%
4,156
+40
207
$217K 0.09%
+789
208
$216K 0.09%
7,346
+450
209
$215K 0.09%
4,610
210
$214K 0.09%
+1,175
211
$212K 0.09%
+2,050
212
$208K 0.09%
1,860
213
$208K 0.09%
+1,366
214
$206K 0.09%
2,155
+15
215
$204K 0.09%
2,493
-153
216
$203K 0.09%
915
-3
217
$200K 0.08%
+821
218
$200K 0.08%
7,600
219
$178K 0.07%
38,393
+6,750
220
$135K 0.06%
6,925
221
$120K 0.05%
12,999
222
$89.3K 0.04%
12,380
223
$71.1K 0.03%
12,265
224
$61.6K 0.03%
4,426
-144
225
$6.29K ﹤0.01%
17,000
6 7 8
9
10