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
276
$37.3K 0.03%
701
277
$36.7K 0.03%
423
278
$36K 0.03%
2,250
279
$35.7K 0.03%
623
+47
280
$35.6K 0.03%
1,000
281
$35.5K 0.03%
747
-134
282
$34.5K 0.03%
336
+100
283
$34.4K 0.03%
271
+10
284
$34.3K 0.03%
691
-17
285
$34.3K 0.03%
400
286
$33.2K 0.02%
2,310
-8,910
287
$32.6K 0.02%
+120
288
$32.5K 0.02%
605
289
$32.2K 0.02%
209
290
$32.1K 0.02%
549
-35
291
$31.9K 0.02%
198
-18
292
$31.6K 0.02%
668
-260
293
$31.3K 0.02%
57
294
$31K 0.02%
5,000
+2,000
295
$30.7K 0.02%
400
296
$30.5K 0.02%
1,000
297
$29.8K 0.02%
+497
298
$29.8K 0.02%
382
+1
299
$29.8K 0.02%
533
-1,065
300
$29.7K 0.02%
600
10 11
12
13 14