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
251
$21.7K 0.01%
118
252
$20.7K 0.01%
242
+24
253
$19.4K 0.01%
430
+200
254
$18.5K 0.01%
533
-256
255
$17.6K 0.01%
85
256
$17.6K 0.01%
190
-26
257
$17.1K 0.01%
333
258
$16.3K 0.01%
1,000
259
$15.3K 0.01%
195
+47
260
$14.3K 0.01%
108
261
$13.2K 0.01%
107
262
$12.3K 0.01%
175
263
$12K 0.01%
1,500
264
$11.6K 0.01%
172
265
$11.5K 0.01%
70
266
$10.9K 0.01%
169
+4
267
$9.67K ﹤0.01%
503
+1
268
$9.54K ﹤0.01%
287
+8
269
$8.32K ﹤0.01%
150
270
$7.88K ﹤0.01%
286
271
$7.82K ﹤0.01%
151
+2
272
$7.12K ﹤0.01%
54
273
$6.47K ﹤0.01%
241
274
$5.83K ﹤0.01%
100
275
$4.68K ﹤0.01%
93
9 10
11
12 13