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
$157M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.63M
3
+$3.32M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.09M
5
JPM icon
JPMorgan Chase
JPM
+$2.32M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.1%
2 Industrials 8.25%
3 Technology 7.16%
4 Healthcare 6.86%
5 Consumer Discretionary 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$88.5K 0.06%
+1,142
202
$88.2K 0.06%
+1,100
203
$86.4K 0.06%
+3,009
204
$86K 0.05%
+858
205
$85.8K 0.05%
+450
206
$85K 0.05%
+1,518
207
$85K 0.05%
+3,793
208
$84K 0.05%
+500
209
$82.2K 0.05%
+1,075
210
$81.9K 0.05%
+700
211
$80.7K 0.05%
+3,531
212
$80.4K 0.05%
+7,050
213
$79.4K 0.05%
+3,450
214
$79.3K 0.05%
+9,712
215
$77.8K 0.05%
+2,101
216
$77.6K 0.05%
+387
217
$76.2K 0.05%
+1,296
218
$74.4K 0.05%
+1,330
219
$74.2K 0.05%
+780
220
$73.5K 0.05%
+12,600
221
$72.6K 0.05%
+977
222
$70.8K 0.05%
+800
223
$70.7K 0.05%
+691
224
$70.2K 0.04%
+1,999
225
$69.1K 0.04%
+3,000
7 8
9
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