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
426
$8.57K 0.01%
50
427
$8.52K 0.01%
+195
428
$8.37K 0.01%
50
429
$8.32K 0.01%
90
430
$8.12K 0.01%
250
-5,000
431
$7.99K 0.01%
60
+1
432
$7.86K 0.01%
230
433
$7.83K 0.01%
245
434
$7.81K 0.01%
123
-165
435
$7.77K 0.01%
260
436
$7.72K 0.01%
274
437
$7.65K 0.01%
154
-173
438
$7.65K 0.01%
+4,300
439
$7.64K 0.01%
400
440
$7.62K 0.01%
66
+26
441
$7.46K 0.01%
46
442
$7.39K 0.01%
+200
443
$7.35K 0.01%
201
444
$7.3K 0.01%
196
445
$7.28K 0.01%
188
+2
446
$7.08K 0.01%
1,020
447
$6.64K ﹤0.01%
808
448
$6.62K ﹤0.01%
1,600
449
$6.62K ﹤0.01%
32
450
$6.6K ﹤0.01%
100
+24
16 17
18
19 20