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
401
$10.8K 0.01%
+300
402
$10.6K 0.01%
110
403
$10.6K 0.01%
200
404
$10.4K 0.01%
500
405
$10.3K 0.01%
+200
406
$10.2K 0.01%
+35
407
$9.92K 0.01%
375
-418
408
$9.86K 0.01%
+70
409
$9.69K 0.01%
1,000
410
$9.59K 0.01%
750
411
$9.51K 0.01%
90
412
$9.41K 0.01%
210
413
$9.38K 0.01%
200
414
$9.38K 0.01%
300
415
$9.35K 0.01%
+1,000
416
$9.26K 0.01%
400
417
$8.91K 0.01%
50
418
$8.77K 0.01%
59
-74
419
$8.67K 0.01%
200
420
$8.63K 0.01%
329
+4
421
$8.17K 0.01%
304
+4
422
$7.96K 0.01%
230
-100
423
$7.89K 0.01%
274
424
$7.85K 0.01%
+201
425
$7.83K 0.01%
196
15 16
17
18 19