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
401
$11K 0.01%
+500
402
$10.9K 0.01%
+600
403
$10.9K 0.01%
+900
404
$10.8K 0.01%
+225
405
$10.7K 0.01%
+400
406
$10.7K 0.01%
+300
407
$10.7K 0.01%
+250
408
$10.5K 0.01%
+10,000
409
$10.4K 0.01%
+73
410
$10.3K 0.01%
+600
411
$10.2K 0.01%
+400
412
$10.1K 0.01%
+593
413
$10.1K 0.01%
+1,020
414
$9.75K 0.01%
+1,000
415
$9.72K 0.01%
+200
416
$9.56K 0.01%
+127
417
$9.32K 0.01%
+137
418
$9.31K 0.01%
+200
419
$9.21K 0.01%
+750
420
$9.06K 0.01%
+90
421
$9K 0.01%
+200
422
$8.94K 0.01%
+210
423
$8.48K 0.01%
+50
424
$8.48K 0.01%
+84
425
$8.4K 0.01%
+124