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
301
$29.6K 0.02%
142
+11
302
$29.4K 0.02%
2,500
303
$29.3K 0.02%
176
304
$29.3K 0.02%
117
305
$29K 0.02%
789
306
$28.8K 0.02%
1,071
307
$28.6K 0.02%
519
-1,100
308
$28.4K 0.02%
400
309
$28.1K 0.02%
441
310
$27.6K 0.02%
401
311
$27.1K 0.02%
5,245
+37
312
$26.6K 0.02%
61
313
$26.5K 0.02%
254
314
$26.4K 0.02%
79
-44
315
$26.4K 0.02%
390
+30
316
$26K 0.02%
800
317
$25.9K 0.02%
284
318
$25.9K 0.02%
621
+6
319
$25.9K 0.02%
1,457
-1,300
320
$25.7K 0.02%
116
321
$25.6K 0.02%
3,604
322
$25.3K 0.02%
125
323
$24.7K 0.02%
+539
324
$23.7K 0.02%
3,217
325
$23K 0.02%
+251
11 12
13
14 15