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
376
$14.7K 0.01%
+1,500
377
$14.5K 0.01%
+754
378
$14.4K 0.01%
+2,250
379
$14.2K 0.01%
+825
380
$14K 0.01%
+300
381
$14K 0.01%
+45
382
$13.6K 0.01%
+2,104
383
$13.6K 0.01%
+550
384
$13.5K 0.01%
+1,424
385
$13.5K 0.01%
+462
386
$13.1K 0.01%
+254
387
$13K 0.01%
+325
388
$12.7K 0.01%
+200
389
$12.6K 0.01%
+200
390
$12.4K 0.01%
+600
391
$12.3K 0.01%
+402
392
$12.1K 0.01%
+600
393
$11.7K 0.01%
+80
394
$11.4K 0.01%
+330
395
$11.4K 0.01%
+65
396
$11.2K 0.01%
+334
397
$11.2K 0.01%
+1,000
398
$11.1K 0.01%
+271
399
$11.1K 0.01%
+110
400
$11.1K 0.01%
+1,200
14 15
16
17 18