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
351
$19.2K 0.01%
+687
352
$19.1K 0.01%
+1,000
353
$19.1K 0.01%
+1,000
354
$18.7K 0.01%
+87
355
$18.4K 0.01%
+647
356
$18.4K 0.01%
+486
357
$18.3K 0.01%
+437
358
$18K 0.01%
+1,000
359
$17.8K 0.01%
+370
360
$17.5K 0.01%
+166
361
$17.4K 0.01%
+500
362
$17.4K 0.01%
+100
363
$17.2K 0.01%
+287
364
$16.5K 0.01%
+533
365
$16.1K 0.01%
+401
366
$15.5K 0.01%
+800
367
$15.5K 0.01%
+311
368
$15.2K 0.01%
+1,369
369
$15.1K 0.01%
+1,000
370
$15.1K 0.01%
+33
371
$14.9K 0.01%
+230
372
$14.9K 0.01%
+434
373
$14.8K 0.01%
+588
374
$14.8K 0.01%
+118
375
$14.8K 0.01%
+210