RFA

Register Financial Advisors Portfolio holdings

AUM $257M
1-Year Est. Return 27.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.75%
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
526
$1.7K ﹤0.01%
3
-30
527
$1.66K ﹤0.01%
1
528
$1.65K ﹤0.01%
100
529
$1.64K ﹤0.01%
+10
530
$1.64K ﹤0.01%
100
531
$1.6K ﹤0.01%
1,000
532
$1.58K ﹤0.01%
+4
533
$1.55K ﹤0.01%
50
534
$1.53K ﹤0.01%
+3
535
$1.52K ﹤0.01%
+17
536
$1.37K ﹤0.01%
+100
537
$1.34K ﹤0.01%
29
538
$1.34K ﹤0.01%
+7
539
$1.28K ﹤0.01%
+70
540
$1.25K ﹤0.01%
5
541
$1.17K ﹤0.01%
+10
542
$1.16K ﹤0.01%
198
543
$1.13K ﹤0.01%
14
544
$1.12K ﹤0.01%
40
545
$1.11K ﹤0.01%
+21
546
$1.11K ﹤0.01%
+19
547
$1.08K ﹤0.01%
+32
548
$1.06K ﹤0.01%
+6
549
$993 ﹤0.01%
+3
550
$992 ﹤0.01%
+5
20 21
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