RDIA

RE Dickinson Investment Advisors Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.42%
This Quarter Est. Return
1 Year Est. Return
+15.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Sells

1 +$223K
2 +$175K
3 +$144K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$127K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$95.9K

Sector Composition

1 Industrials 3.18%
2 Financials 2.91%
3 Technology 2.72%
4 Utilities 1.8%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$0 ﹤0.01%
2
277
-200
278
-48