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
$192M
AUM Growth
-$7.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$672K
3
+$641K
4
ECG
Everus Construction Group
ECG
+$562K
5
PLTR icon
Palantir
PLTR
+$556K

Top Sells

1
+$1.58M
2
+$416K
3
+$370K
4
AMD icon
Advanced Micro Devices
AMD
+$347K
5
TILE icon
Interface
TILE
+$286K

Sector Composition

1 Industrials 16.52%
2 Technology 14.38%
3 Financials 12.32%
4 Healthcare 5.68%
5 Energy 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$30K 0.02%
+868
252
$29.6K 0.02%
2,072
+31
253
$26.3K 0.01%
291
-296
254
$25.3K 0.01%
616
255
$24K 0.01%
455
256
$22.1K 0.01%
283
257
$21K 0.01%
+425
258
$20.9K 0.01%
118
259
$18.2K 0.01%
416
-150
260
$18.1K 0.01%
190
261
$17.4K 0.01%
430
262
$17.3K 0.01%
+243
263
$17.2K 0.01%
85
264
$16.5K 0.01%
1,000
265
$15.9K 0.01%
195
266
$15.8K 0.01%
533
267
$14.7K 0.01%
109
+1
268
$12.9K 0.01%
333
269
$12.6K 0.01%
101
-214
270
$12.2K 0.01%
107
271
$11.4K 0.01%
169
272
$11K 0.01%
172
273
$10.8K 0.01%
1,500
274
$9.22K ﹤0.01%
+259
275
$9.15K ﹤0.01%
503
9 10
11
12 13