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
$198M
AUM Growth
+$5.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1 +$1.06M
2 +$829K
3 +$562K
4
VUG icon
Vanguard Growth ETF
VUG
+$475K
5
VTV icon
Vanguard Value ETF
VTV
+$448K

Top Sells

1 +$599K
2 +$391K
3 +$268K
4
MMM icon
3M
MMM
+$192K
5
GOOD
Gladstone Commercial Corp
GOOD
+$180K

Sector Composition

1 Technology 15.66%
2 Industrials 14.84%
3 Financials 10.97%
4 Healthcare 6.99%
5 Energy 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$24.2K 0.01%
1,027
427
$24.1K 0.01%
283
428
$23.9K 0.01%
455
429
$23.8K 0.01%
1,808
-1,056
430
$23.7K 0.01%
503
+3
431
$23.6K 0.01%
697
-1,000
432
$23.6K 0.01%
+425
433
$23.2K 0.01%
321
434
$23K 0.01%
200
435
$22.7K 0.01%
734
436
$22.4K 0.01%
104
437
$22.3K 0.01%
1,000
438
$22.1K 0.01%
207
439
$22.1K 0.01%
243
440
$22.1K 0.01%
3,131
+93
441
$22K 0.01%
450
442
$21.9K 0.01%
382
+3
443
$21.8K 0.01%
150
444
$21.6K 0.01%
500
445
$21.6K 0.01%
437
446
$21.1K 0.01%
1,723
447
$20.7K 0.01%
414
448
$20.6K 0.01%
205
449
$20.5K 0.01%
177
450
$20.5K 0.01%
+250