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
176
$125K 0.09%
1,799
177
$123K 0.09%
978
+1
178
$122K 0.09%
1,711
179
$120K 0.09%
1,901
-136
180
$120K 0.09%
598
+1
181
$115K 0.08%
12,944
-1,763
182
$115K 0.08%
384
+4
183
$114K 0.08%
748
184
$111K 0.08%
7,000
185
$110K 0.08%
1,194
+81
186
$108K 0.08%
334
+4
187
$107K 0.08%
2,637
188
$107K 0.08%
211
-12
189
$104K 0.08%
3,850
+3,050
190
$101K 0.07%
500
191
$100K 0.07%
10,522
+39
192
$99.9K 0.07%
49,440
-2,000
193
$99.2K 0.07%
1,214
+25
194
$98.9K 0.07%
7,191
195
$98.3K 0.07%
1,360
-31
196
$97.9K 0.07%
5,000
197
$97.7K 0.07%
3,218
198
$97.3K 0.07%
2,483
199
$95.9K 0.07%
381
-16
200
$93.8K 0.07%
600
6 7
8
9 10