RFA

Register Financial Advisors Portfolio holdings

AUM $254M
1-Year Est. Return 30.07%
This Quarter Est. Return
1 Year Est. Return
+30.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.63M
3
+$3.32M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.09M
5
JPM icon
JPMorgan Chase
JPM
+$2.32M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.1%
2 Industrials 8.25%
3 Technology 7.16%
4 Healthcare 6.86%
5 Consumer Discretionary 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$68.8K 0.04%
+924
227
$68.4K 0.04%
+463
228
$67.1K 0.04%
+600
229
$65.4K 0.04%
+3,150
230
$65.4K 0.04%
+308
231
$64.9K 0.04%
+3,335
232
$64.9K 0.04%
+1,324
233
$63.7K 0.04%
+12,565
234
$63K 0.04%
+2,050
235
$63K 0.04%
+465
236
$62.9K 0.04%
+237
237
$62.2K 0.04%
+301
238
$61.3K 0.04%
+427
239
$61.2K 0.04%
+701
240
$59.8K 0.04%
+1,190
241
$59.7K 0.04%
+10,900
242
$58.7K 0.04%
+3,400
243
$58.7K 0.04%
+564
244
$58.5K 0.04%
+1,419
245
$58.3K 0.04%
+1,207
246
$58.3K 0.04%
+2,690
247
$57.6K 0.04%
+9,718
248
$57.6K 0.04%
+800
249
$56.8K 0.04%
+573
250
$56.5K 0.04%
+1,020
8 9
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