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
$140M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1 +$2.19M
2 +$398K
3 +$295K
4
KTOS icon
Kratos Defense & Security Solutions
KTOS
+$282K
5
XOM icon
Exxon Mobil
XOM
+$281K

Top Sells

1 +$995K
2 +$804K
3 +$407K
4
AAPL icon
Apple
AAPL
+$334K
5
HD icon
Home Depot
HD
+$284K

Sector Composition

1 Industrials 17.17%
2 Technology 12.23%
3 Financials 10.96%
4 Healthcare 8.09%
5 Energy 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$14.2K 0.01%
+251
377
$14.1K 0.01%
462
378
$13.9K 0.01%
413
+2
379
$13.7K 0.01%
523
380
$13.7K 0.01%
400
381
$13.6K 0.01%
45
382
$13.1K 0.01%
225
383
$13K 0.01%
600
384
$12.8K 0.01%
325
385
$12.5K 0.01%
405
+7
386
$12.5K 0.01%
1,253
-228
387
$12.3K 0.01%
+300
388
$12K 0.01%
49
389
$11.8K 0.01%
200
390
$11.5K 0.01%
80
391
$11.4K 0.01%
+500
392
$11.4K 0.01%
400
393
$11.4K 0.01%
271
394
$11.3K 0.01%
419
+4
395
$11.2K 0.01%
20
396
$11.1K 0.01%
245
397
$10.9K 0.01%
+300
398
$10.9K 0.01%
1,014
+14
399
$10.9K 0.01%
65
400
$10.8K 0.01%
138
+2