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
$199M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$1.2M
3
+$1.07M
4
INDI icon
indie Semiconductor
INDI
+$514K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$504K

Top Sells

1
+$1.55M
2
+$921K
3
+$730K
4
VT icon
Vanguard Total World Stock ETF
VT
+$681K
5
CLF icon
Cleveland-Cliffs
CLF
+$607K

Sector Composition

1 Industrials 17.62%
2 Technology 15.1%
3 Financials 12.13%
4 Consumer Discretionary 5.61%
5 Energy 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$66.2K 0.03%
12,310
+195
227
$60.2K 0.03%
565
228
$59.3K 0.03%
1,050
229
$58.1K 0.03%
441
+41
230
$55.2K 0.03%
246
+61
231
$52.3K 0.03%
587
+494
232
$47.6K 0.02%
549
233
$45.2K 0.02%
467
+30
234
$44.9K 0.02%
+359
235
$43.8K 0.02%
520
+33
236
$43.7K 0.02%
39,700
-500
237
$43.7K 0.02%
+402
238
$42.6K 0.02%
+315
239
$39.1K 0.02%
14,703
+325
240
$36K 0.02%
284
241
$35.8K 0.02%
336
242
$32.9K 0.02%
254
243
$30.3K 0.02%
613
244
$29.7K 0.01%
2,041
+30
245
$27.9K 0.01%
820
246
$25.8K 0.01%
283
247
$25.5K 0.01%
616
248
$23.7K 0.01%
566
+7
249
$23K 0.01%
678
250
$21.8K 0.01%
455
8 9
10
11 12