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
$192M
AUM Growth
-$7.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$672K
3
+$641K
4
ECG
Everus Construction Group
ECG
+$562K
5
PLTR icon
Palantir
PLTR
+$556K

Top Sells

1
+$1.58M
2
+$416K
3
+$370K
4
AMD icon
Advanced Micro Devices
AMD
+$347K
5
TILE icon
Interface
TILE
+$286K

Sector Composition

1 Industrials 16.52%
2 Technology 14.38%
3 Financials 12.32%
4 Healthcare 5.68%
5 Energy 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$753 ﹤0.01%
18
302
$644 ﹤0.01%
9
303
$593 ﹤0.01%
7
304
$270 ﹤0.01%
2
305
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306
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307
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