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
201
$91.8K 0.07%
9,877
202
$91.7K 0.07%
527
+32
203
$91.3K 0.07%
1,239
-29
204
$91.2K 0.07%
659
+9
205
$91.1K 0.07%
232
-95
206
$91.1K 0.07%
1,780
-337
207
$89.1K 0.07%
2,037
+1,600
208
$88.2K 0.06%
3,964
+8
209
$88K 0.06%
1,375
-64
210
$87K 0.06%
460
+110
211
$83.3K 0.06%
389
+1
212
$83.2K 0.06%
2,507
-50
213
$81.3K 0.06%
1,395
-193
214
$81.2K 0.06%
934
+3
215
$81K 0.06%
3,000
216
$80.9K 0.06%
+1,857
217
$80.5K 0.06%
801
218
$80.4K 0.06%
294
219
$79K 0.06%
2,227
-100
220
$78.8K 0.06%
816
+16
221
$78.6K 0.06%
950
+70
222
$78.5K 0.06%
526
+9
223
$76.4K 0.06%
7,100
-6,250
224
$74.5K 0.05%
816
+118
225
$74.2K 0.05%
815
-35
7 8
9
10 11