RFA

Register Financial Advisors Portfolio holdings

AUM $257M
1-Year Est. Return 27.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.69M
3
+$1.6M
4
AVGO icon
Broadcom
AVGO
+$1.59M
5
AAPL icon
Apple
AAPL
+$1.4M

Top Sells

1
+$6.53M
2
+$1.44M
3
+$1.33M
4
SYM icon
Symbotic
SYM
+$740K
5
OSIS icon
OSI Systems
OSIS
+$680K

Sector Composition

1 Industrials 17.63%
2 Technology 16.84%
3 Financials 11.89%
4 Consumer Discretionary 5.05%
5 Consumer Staples 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$29.7K 0.01%
2,104
+32
277
$28.3K 0.01%
668
+2
278
$25.9K 0.01%
291
279
$25.8K 0.01%
616
280
$25.8K 0.01%
613
281
$25.2K 0.01%
+90
282
$22.3K 0.01%
+102
283
$22.3K 0.01%
+703
284
$22.1K 0.01%
455
285
$22.1K 0.01%
118
286
$20.4K 0.01%
85
287
$20.3K 0.01%
420
+4
288
$20.2K 0.01%
+219
289
$19.2K 0.01%
425
290
$18.2K 0.01%
190
291
$16.2K 0.01%
330
-100
292
$15.8K 0.01%
195
293
$15.2K 0.01%
1,000
294
$14.8K 0.01%
109
295
$14.5K 0.01%
333
296
$13.8K 0.01%
107
297
$13.4K 0.01%
101
298
$12.4K 0.01%
169
299
$11.8K 0.01%
172
300
$11.6K 0.01%
+152
10 11
12
13 14