RFA
Reilly Financial Advisors Portfolio holdings
AUM
$1.35B
1-Year Est. Return
22.56%
1 Year Est. Return
+22.56%
AUM
$1.35B
AUM Growth
+$171M
(+15%)
Holding
1,235
Top Buys
| 1 | +$24.3M | |
| 2 | +$20.5M | |
| 3 | +$19M | |
| 4 |
Enbridge
ENB
|
+$17.1M |
| 5 |
Oshkosh
OSK
|
+$16.8M |
Top Sells
| 1 | +$15.5M | |
| 2 | +$13.5M | |
| 3 | +$12.1M | |
| 4 |
Cytek Biosciences
CTKB
|
+$10.6M |
| 5 |
Dominion Energy
D
|
+$8.51M |
Sector Composition
| 1 | Technology | 23.55% |
| 2 | Healthcare | 11.98% |
| 3 | Financials | 11.58% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Communication Services | 8.49% |
