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
$199M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$1.2M
3
+$1.07M
4
INDI icon
indie Semiconductor
INDI
+$514K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$504K

Top Sells

1
+$1.55M
2
+$921K
3
+$730K
4
VT icon
Vanguard Total World Stock ETF
VT
+$681K
5
CLF icon
Cleveland-Cliffs
CLF
+$607K

Sector Composition

1 Industrials 17.62%
2 Technology 15.1%
3 Financials 12.13%
4 Consumer Discretionary 5.61%
5 Energy 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$184K 0.09%
2,900
-65
177
$180K 0.09%
11,787
-1,543
178
$179K 0.09%
678
+4
179
$175K 0.09%
10,138
+9
180
$171K 0.09%
2,918
+2
181
$168K 0.08%
16,022
-3,725
182
$162K 0.08%
7,629
+19
183
$162K 0.08%
1,180
-23
184
$162K 0.08%
18,536
185
$161K 0.08%
2,126
+112
186
$155K 0.08%
2,570
-51
187
$155K 0.08%
875
188
$151K 0.08%
1,446
189
$151K 0.08%
10,920
190
$149K 0.07%
276
+136
191
$148K 0.07%
797
+14
192
$147K 0.07%
13,577
+3,700
193
$147K 0.07%
14,717
+3
194
$146K 0.07%
1,406
195
$145K 0.07%
2,778
+506
196
$144K 0.07%
1,418
+1,365
197
$143K 0.07%
8,137
+82
198
$142K 0.07%
1,229
-71
199
$141K 0.07%
5,894
+26
200
$140K 0.07%
580
-50
6 7
8
9 10