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
326
$23.8K 0.02%
+1,201
327
$23.7K 0.02%
+284
328
$23.1K 0.01%
+790
329
$23K 0.01%
+441
330
$23K 0.01%
+1,000
331
$22.6K 0.01%
+606
332
$22.6K 0.01%
+362
333
$22.5K 0.01%
+10,000
334
$22.2K 0.01%
+85
335
$22.2K 0.01%
+193
336
$22K 0.01%
+900
337
$21.8K 0.01%
+477
338
$21.8K 0.01%
+7,000
339
$21.6K 0.01%
+176
340
$21.6K 0.01%
+57
341
$21.1K 0.01%
+600
342
$20.6K 0.01%
+700
343
$20.6K 0.01%
+10,000
344
$20.2K 0.01%
+205
345
$20K 0.01%
+800
346
$19.9K 0.01%
+147
347
$19.8K 0.01%
+275
348
$19.4K 0.01%
+900
349
$19.4K 0.01%
+184
350
$19.3K 0.01%
+425