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
401
$10.8K 0.01%
+102
402
$10.7K 0.01%
308
+4
403
$10.7K 0.01%
1,028
+14
404
$10.5K 0.01%
+934
405
$10.4K 0.01%
423
+4
406
$10.4K 0.01%
200
407
$10.3K 0.01%
+1,072
408
$10.2K 0.01%
+291
409
$10.2K 0.01%
500
410
$10.1K 0.01%
200
411
$9.98K 0.01%
139
+1
412
$9.82K 0.01%
65
413
$9.8K 0.01%
902
-308
414
$9.55K 0.01%
500
415
$9.49K 0.01%
70
416
$9.47K 0.01%
300
417
$9.3K 0.01%
400
418
$9.22K 0.01%
35
419
$9.11K 0.01%
200
420
$9.09K 0.01%
400
421
$9.09K 0.01%
210
422
$9.04K 0.01%
1,000
423
$8.98K 0.01%
750
424
$8.86K 0.01%
200
425
$8.84K 0.01%
375