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
$127M
AUM Growth
-$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1 +$1.4M
2 +$848K
3 +$823K
4
COP icon
ConocoPhillips
COP
+$804K
5
CLF icon
Cleveland-Cliffs
CLF
+$598K

Sector Composition

1 Industrials 16.32%
2 Technology 12.55%
3 Financials 11.09%
4 Healthcare 9.22%
5 Energy 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$10.6K 0.01%
300
402
$10.5K 0.01%
1,000
403
$10.4K 0.01%
400
404
$10.2K 0.01%
400
405
$10.1K 0.01%
90
406
$9.95K 0.01%
200
407
$9.8K 0.01%
65
408
$9.47K 0.01%
750
409
$9.29K 0.01%
20
410
$9.16K 0.01%
50
411
$9.08K 0.01%
210
412
$9.02K 0.01%
200
413
$8.98K 0.01%
+300
414
$8.97K 0.01%
1,020
415
$8.66K 0.01%
+325
416
$8.55K 0.01%
+200
417
$8.17K 0.01%
84
418
$8K 0.01%
196
+51
419
$7.82K 0.01%
274
420
$7.7K 0.01%
260
421
$7.67K 0.01%
187
422
$7.48K 0.01%
200
423
$7.11K 0.01%
173
-1
424
$7K 0.01%
159
+18
425
$7K 0.01%
200