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
301
$31K 0.02%
+3,900
302
$30.3K 0.02%
+209
303
$30K 0.02%
+100
304
$29.8K 0.02%
+7,500
305
$29.4K 0.02%
+400
306
$29.2K 0.02%
+1,200
307
$29.1K 0.02%
+409
308
$28.8K 0.02%
+116
309
$28.7K 0.02%
+1,228
310
$28.7K 0.02%
+1,000
311
$28.4K 0.02%
+587
312
$28.3K 0.02%
+200
313
$28.2K 0.02%
+1,118
314
$28.2K 0.02%
+2,279
315
$28.1K 0.02%
+377
316
$27.8K 0.02%
+600
317
$27.4K 0.02%
+1,107
318
$27.2K 0.02%
+1,218
319
$26.9K 0.02%
+1,286
320
$26.8K 0.02%
+254
321
$25.4K 0.02%
+1,283
322
$24.9K 0.02%
+320
323
$24.4K 0.02%
+360
324
$24.4K 0.02%
+172
325
$23.8K 0.02%
+1,200