RFA
Reilly Financial Advisors Portfolio holdings
AUM
$1.35B
1-Year Est. Return
22.65%
This Fund
S&P 500
1 Year Est. Return
+22.65%
AUM
$686M
AUM Growth
-$68M
(-9%)
Holding
1,089
Top Buys
| 1 | +$11.2M | |
| 2 | +$10.4M | |
| 3 | +$9.59M | |
| 4 |
Bank of America
BAC
|
+$8.68M |
| 5 |
Valero Energy
VLO
|
+$7.47M |
Top Sells
| 1 | +$12.7M | |
| 2 | +$8.54M | |
| 3 | +$7.59M | |
| 4 |
Applied Materials
AMAT
|
+$6.79M |
| 5 |
SLB Ltd
SLB
|
+$6.21M |
Sector Composition
| 1 | Technology | 16.98% |
| 2 | Healthcare | 14.31% |
| 3 | Financials | 13.81% |
| 4 | Industrials | 6.89% |
| 5 | Consumer Discretionary | 6.7% |