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
251
$55.9K 0.04%
+1,661
252
$55.8K 0.04%
+1,800
253
$55.6K 0.04%
+4,300
254
$55.3K 0.04%
+167
255
$54.8K 0.04%
+1,383
256
$54K 0.03%
+1,050
257
$53.9K 0.03%
+1,385
258
$53.3K 0.03%
+1,540
259
$52.7K 0.03%
+388
260
$50.8K 0.03%
+997
261
$50.6K 0.03%
+3,094
262
$50.3K 0.03%
+857
263
$48.7K 0.03%
+2,250
264
$48.6K 0.03%
+4,209
265
$48K 0.03%
+500
266
$47.6K 0.03%
+2,250
267
$47.5K 0.03%
+2,079
268
$47.3K 0.03%
+2,461
269
$47.2K 0.03%
+737
270
$44.7K 0.03%
+904
271
$44.5K 0.03%
+1,769
272
$43.6K 0.03%
+362
273
$42.9K 0.03%
+2,000
274
$41.8K 0.03%
+2,860
275
$41.3K 0.03%
+326
9 10
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