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
$157M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.63M
3
+$3.32M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.09M
5
JPM icon
JPMorgan Chase
JPM
+$2.32M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.1%
2 Industrials 8.25%
3 Technology 7.16%
4 Healthcare 6.86%
5 Consumer Discretionary 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.91K ﹤0.01%
+400
477
$2.9K ﹤0.01%
+26
478
$2.88K ﹤0.01%
+34
479
$2.83K ﹤0.01%
+43
480
$2.8K ﹤0.01%
+333
481
$2.8K ﹤0.01%
+100
482
$2.77K ﹤0.01%
+608
483
$2.75K ﹤0.01%
+200
484
$2.74K ﹤0.01%
+8
485
$2.68K ﹤0.01%
+95
486
$2.68K ﹤0.01%
+22
487
$2.63K ﹤0.01%
+100
488
$2.36K ﹤0.01%
+55
489
$2.36K ﹤0.01%
+200
490
$2.12K ﹤0.01%
+55
491
$2.05K ﹤0.01%
+41
492
$1.93K ﹤0.01%
+80
493
$1.88K ﹤0.01%
+210
494
$1.86K ﹤0.01%
+72
495
$1.86K ﹤0.01%
+89
496
$1.84K ﹤0.01%
+25
497
$1.82K ﹤0.01%
+198
498
$1.78K ﹤0.01%
+25
499
$1.76K ﹤0.01%
+7
500
$1.5K ﹤0.01%
+10
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