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
276
$41.2K 0.03%
+3,306
277
$41.2K 0.03%
+2,800
278
$41K 0.03%
+93
279
$40.6K 0.03%
+2,000
280
$39.6K 0.03%
+1,600
281
$39.5K 0.03%
+300
282
$37.7K 0.02%
+284
283
$37.6K 0.02%
+5,138
284
$37.3K 0.02%
+156
285
$37.3K 0.02%
+423
286
$36.9K 0.02%
+145
287
$36.8K 0.02%
+700
288
$36.7K 0.02%
+2,678
289
$35.5K 0.02%
+100
290
$35.2K 0.02%
+450
291
$35K 0.02%
+2,200
292
$34.4K 0.02%
+175
293
$33.4K 0.02%
+750
294
$33K 0.02%
+364
295
$32.8K 0.02%
+1,000
296
$32.5K 0.02%
+1,867
297
$32.4K 0.02%
+250
298
$32.4K 0.02%
+515
299
$31.9K 0.02%
+1,000
300
$31.3K 0.02%
+61
10 11
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