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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
$798M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,058
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.97M
3
+$9.65M
4
WMT icon
Walmart Inc
WMT
+$9M
5
XYL icon
Xylem
XYL
+$8.41M

Top Sells

1
+$10.4M
2
+$7.56M
3
+$6.97M
4
WBA
Walgreens Boots Alliance
WBA
+$6.33M
5
SKM icon
SK Telecom
SKM
+$6.31M

Sector Composition

1 Technology 16.03%
2 Financials 13.86%
3 Healthcare 11.16%
4 Communication Services 7.55%
5 Industrials 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$9K ﹤0.01%
120
702
$8K ﹤0.01%
215
-7,400
703
$8K ﹤0.01%
100
704
$8K ﹤0.01%
+305
705
$8K ﹤0.01%
160
706
$8K ﹤0.01%
934
707
$8K ﹤0.01%
357
708
$8K ﹤0.01%
300
709
$8K ﹤0.01%
172
-7
710
$8K ﹤0.01%
217
711
$8K ﹤0.01%
72
712
$8K ﹤0.01%
174
713
$8K ﹤0.01%
200
714
$8K ﹤0.01%
+745
715
$8K ﹤0.01%
304
716
$8K ﹤0.01%
622
717
$7K ﹤0.01%
159
-12
718
$7K ﹤0.01%
200
719
$7K ﹤0.01%
4,500
720
$7K ﹤0.01%
500
721
$7K ﹤0.01%
47
722
$7K ﹤0.01%
298
-500
723
$7K ﹤0.01%
685
724
$7K ﹤0.01%
+144
725
$7K ﹤0.01%
64
-7
27 28
29
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