RFA

Register Financial Advisors Portfolio holdings

AUM $270M
1-Year Est. Return 35.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.6%
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
+$3.03M
2
+$1.11M
3
+$1.01M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$530K
5
INDI icon
indie Semiconductor
INDI
+$521K

Top Sells

1
+$1.51M
2
+$1M
3
+$779K
4
ALTG icon
Alta Equipment Group
ALTG
+$778K
5
VT icon
Vanguard Total World Stock ETF
VT
+$696K

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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304
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305
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306
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308
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309
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-3,067
310
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