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
301
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302
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303
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304
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-4,027
305
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-1,385
306
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-414
307
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-3,067
308
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-861
309
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-243
310
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-5,285
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