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
476
$3.91K ﹤0.01%
305
477
$3.88K ﹤0.01%
160
478
$3.72K ﹤0.01%
75
479
$3.72K ﹤0.01%
22
480
$3.66K ﹤0.01%
200
481
$3.65K ﹤0.01%
250
482
$3.57K ﹤0.01%
+100
483
$3.48K ﹤0.01%
+39
484
$3.46K ﹤0.01%
72
485
$3.38K ﹤0.01%
+11
486
$3.35K ﹤0.01%
212
487
$3.32K ﹤0.01%
+57
488
$2.98K ﹤0.01%
55
489
$2.94K ﹤0.01%
5
490
$2.94K ﹤0.01%
37
491
$2.94K ﹤0.01%
120
492
$2.87K ﹤0.01%
274
+2
493
$2.84K ﹤0.01%
55
494
$2.84K ﹤0.01%
11
+5
495
$2.78K ﹤0.01%
16
496
$2.75K ﹤0.01%
1,075
497
$2.72K ﹤0.01%
333
498
$2.7K ﹤0.01%
+54
499
$2.69K ﹤0.01%
25
500
$2.65K ﹤0.01%
95
18 19
20
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