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RFA

Reilly Financial Advisors Portfolio holdings

AUM $1.35B
1-Year Est. Return 22.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$578M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
977
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$9.15M
3
+$9.05M
4
TMO icon
Thermo Fisher Scientific
TMO
+$8.62M
5
JNJ icon
Johnson & Johnson
JNJ
+$8.19M

Top Sells

1
+$8.88M
2
+$8.83M
3
+$8.31M
4
EW icon
Edwards Lifesciences
EW
+$8.06M
5
NVO
Novo Nordisk
NVO
+$7.56M

Sector Composition

1 Financials 15.4%
2 Technology 13.32%
3 Consumer Discretionary 12%
4 Industrials 10.05%
5 Healthcare 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$9K ﹤0.01%
300
577
$9K ﹤0.01%
+171
578
$9K ﹤0.01%
935
579
$9K ﹤0.01%
1,000
580
$9K ﹤0.01%
211
581
$8K ﹤0.01%
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582
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42
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157
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200
585
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622
586
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-150
587
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286
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880
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300
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598
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288
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$8K ﹤0.01%
98
600
$8K ﹤0.01%
+681
22 23
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