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
476
$16K 0.01%
69
+50
477
$15.8K 0.01%
1,000
-4,500
478
$15.4K 0.01%
388
479
$15.1K 0.01%
342
480
$14.7K 0.01%
50
481
$14.6K 0.01%
72
482
$14.6K 0.01%
700
483
$14.5K 0.01%
100
484
$14.3K 0.01%
578
+9
485
$14.1K 0.01%
130
486
$14.1K 0.01%
307
487
$13.9K 0.01%
844
+16
488
$13.7K 0.01%
3,000
489
$13.7K 0.01%
108
490
$13.6K 0.01%
49
491
$13.5K 0.01%
934
492
$13.3K 0.01%
500
493
$13.2K 0.01%
+200
494
$13.1K 0.01%
600
495
$12.9K 0.01%
200
496
$12.9K 0.01%
115
497
$12.8K 0.01%
3,800
498
$12.8K 0.01%
1,000
499
$12.7K 0.01%
444
500
$12.7K 0.01%
271