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
251
$57.2K 0.04%
1,385
252
$55.6K 0.04%
800
253
$55.2K 0.04%
1,800
254
$55.1K 0.04%
733
+452
255
$51.9K 0.04%
316
+7
256
$51.7K 0.04%
2,750
-250
257
$51.6K 0.04%
15,002
258
$50.6K 0.04%
4,933
+7
259
$49.6K 0.04%
4,500
260
$49.4K 0.04%
1,050
261
$47.6K 0.03%
2,800
262
$46.8K 0.03%
4,275
263
$46.1K 0.03%
+521
264
$45K 0.03%
1,661
265
$44.7K 0.03%
5,000
266
$43.6K 0.03%
1,500
+500
267
$42.8K 0.03%
1,020
268
$42.6K 0.03%
93
269
$42.5K 0.03%
11,500
270
$40.1K 0.03%
2,756
271
$40.1K 0.03%
+2,300
272
$39.6K 0.03%
328
+2
273
$38.6K 0.03%
1,840
-192
274
$37.9K 0.03%
372
275
$37.6K 0.03%
+496
9 10
11
12 13