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
276
$4.27K ﹤0.01%
73
277
$4.06K ﹤0.01%
95
278
$3.82K ﹤0.01%
100
279
$3.7K ﹤0.01%
+35
280
$3.38K ﹤0.01%
26
281
$3.13K ﹤0.01%
52
282
$3K ﹤0.01%
99
-160
283
$2.85K ﹤0.01%
250
284
$2.59K ﹤0.01%
50
285
$2.38K ﹤0.01%
12
286
$1.81K ﹤0.01%
79
287
$1.52K ﹤0.01%
6
288
$1.46K ﹤0.01%
9
289
$1.3K ﹤0.01%
65
290
$1.29K ﹤0.01%
12
291
$885 ﹤0.01%
8
292
$732 ﹤0.01%
+18
293
$607 ﹤0.01%
7
294
$590 ﹤0.01%
9
295
$260 ﹤0.01%
2
296
– –
-2,985
297
– –
-5,299
298
– –
-4
299
– –
-735
300
– –
-335
9 10 11
12
13