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
451
$6.57K ﹤0.01%
199
+3
452
$6.46K ﹤0.01%
58
+32
453
$6.37K ﹤0.01%
174
454
$6.17K ﹤0.01%
126
-33
455
$5.88K ﹤0.01%
84
456
$5.82K ﹤0.01%
260
457
$5.72K ﹤0.01%
20
458
$5.59K ﹤0.01%
46
459
$5.57K ﹤0.01%
669
460
$5.49K ﹤0.01%
51
461
$5.46K ﹤0.01%
150
462
$5.25K ﹤0.01%
100
463
$5.13K ﹤0.01%
241
464
$5.09K ﹤0.01%
861
+22
465
$4.84K ﹤0.01%
250
466
$4.83K ﹤0.01%
34
-298
467
$4.82K ﹤0.01%
212
+2
468
$4.75K ﹤0.01%
108
469
$4.55K ﹤0.01%
260
470
$4.5K ﹤0.01%
200
471
$4.5K ﹤0.01%
+202
472
$4.43K ﹤0.01%
47
+13
473
$4.37K ﹤0.01%
300
474
$4.28K ﹤0.01%
77
475
$3.97K ﹤0.01%
38
17 18
19
20 21