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
376
$14.3K 0.01%
227
377
$14.2K 0.01%
400
378
$14.1K 0.01%
277
379
$13.8K 0.01%
415
+2
380
$13.6K 0.01%
+276
381
$13.5K 0.01%
533
+204
382
$13.3K 0.01%
462
383
$13.3K 0.01%
1,000
384
$13.1K 0.01%
+120
385
$13K 0.01%
200
386
$12.8K 0.01%
45
387
$12.8K 0.01%
1,100
388
$12.4K 0.01%
523
389
$12.4K 0.01%
411
+6
390
$12.3K 0.01%
+125
391
$12.1K 0.01%
793
+14
392
$11.7K 0.01%
300
393
$11.3K 0.01%
1,146
-107
394
$11.3K 0.01%
388
-37
395
$11.3K 0.01%
600
396
$11.2K 0.01%
49
397
$11.2K 0.01%
20
398
$11.2K 0.01%
80
399
$11.1K 0.01%
271
400
$10.9K 0.01%
325
14 15
16
17 18