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
$137M
AUM Growth
-$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$898K
2
+$778K
3
+$708K
4
INDI icon
indie Semiconductor
INDI
+$483K
5
ALTG icon
Alta Equipment Group
ALTG
+$455K

Top Sells

1
+$727K
2
+$661K
3
+$653K
4
VZ icon
Verizon
VZ
+$553K
5
ENVX icon
Enovix
ENVX
+$456K

Sector Composition

1 Industrials 15.31%
2 Technology 12.58%
3 Financials 11.05%
4 Healthcare 7.97%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$18.9K 0.01%
1,380
-4,766
352
$18.8K 0.01%
372
+3
353
$18.5K 0.01%
91
-53
354
$18.4K 0.01%
1,000
355
$17.9K 0.01%
516
+378
356
$17.9K 0.01%
+374
357
$17.7K 0.01%
+201
358
$17.3K 0.01%
166
359
$17.2K 0.01%
118
360
$17.1K 0.01%
1,200
361
$17.1K 0.01%
+346
362
$17K 0.01%
567
-91
363
$16.9K 0.01%
768
+712
364
$16.4K 0.01%
400
365
$16.4K 0.01%
210
366
$16.4K 0.01%
533
-100
367
$16.4K 0.01%
1,000
368
$16.2K 0.01%
50
369
$16.1K 0.01%
350
370
$15.5K 0.01%
900
371
$15.4K 0.01%
1,000
372
$15.1K 0.01%
399
373
$15K 0.01%
222
374
$14.6K 0.01%
254
375
$14.5K 0.01%
10,000
13 14
15
16 17