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
276
$8.17K ﹤0.01%
+260
277
$7.98K ﹤0.01%
152
+1
278
$7.94K ﹤0.01%
150
279
$7.91K ﹤0.01%
286
280
$7.34K ﹤0.01%
55
+1
281
$6.6K ﹤0.01%
241
282
$6.34K ﹤0.01%
276
+197
283
$6.33K ﹤0.01%
124
+31
284
$6.09K ﹤0.01%
100
285
$5.43K ﹤0.01%
95
286
$5.03K ﹤0.01%
+200
287
$4.65K ﹤0.01%
73
288
$4.52K ﹤0.01%
+144
289
$3.91K ﹤0.01%
100
290
$3.54K ﹤0.01%
99
291
$3.2K ﹤0.01%
52
292
$2.85K ﹤0.01%
250
293
$2.37K ﹤0.01%
50
294
$2.25K ﹤0.01%
+24
295
$2.23K ﹤0.01%
12
296
$1.47K ﹤0.01%
6
297
$1.45K ﹤0.01%
9
298
$1.2K ﹤0.01%
12
299
$1.02K ﹤0.01%
65
300
$903 ﹤0.01%
8
9 10 11
12
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