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
$137M
AUM Growth
-$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$898K
2
+$778K
3
+$708K
4
INDI icon
indie Semiconductor
INDI
+$483K
5
ALTG icon
Alta Equipment Group
ALTG
+$455K

Top Sells

1
+$727K
2
+$661K
3
+$653K
4
VZ icon
Verizon
VZ
+$553K
5
ENVX icon
Enovix
ENVX
+$456K

Sector Composition

1 Industrials 15.31%
2 Technology 12.58%
3 Financials 11.05%
4 Healthcare 7.97%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$73.9K 0.05%
253
+34
227
$73.5K 0.05%
373
+8
228
$71.8K 0.05%
5,200
229
$71.1K 0.05%
14,605
+8
230
$70.9K 0.05%
191
+13
231
$69.8K 0.05%
780
232
$68K 0.05%
711
+11
233
$68K 0.05%
629
+1
234
$67.2K 0.05%
859
+1
235
$67K 0.05%
1,341
+1,251
236
$65K 0.05%
613
+11
237
$64.9K 0.05%
465
238
$64.3K 0.05%
272
-20
239
$64.2K 0.05%
800
240
$63.8K 0.05%
1,820
+280
241
$63.4K 0.05%
5,000
242
$62.8K 0.05%
2,017
+1,000
243
$62.2K 0.05%
3,229
244
$60.3K 0.04%
+388
245
$59.8K 0.04%
4,317
246
$59.5K 0.04%
4,719
-400
247
$59.1K 0.04%
3,901
248
$58.7K 0.04%
2,067
+3
249
$58.4K 0.04%
11,386
+173
250
$58K 0.04%
720
8 9
10
11 12