We are live on ! Find out more
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
776
$5K ﹤0.01%
500
777
$5K ﹤0.01%
250
778
$5K ﹤0.01%
81
779
$5K ﹤0.01%
367
780
$5K ﹤0.01%
+87
781
$5K ﹤0.01%
150
782
$5K ﹤0.01%
270
783
$5K ﹤0.01%
172
784
$5K ﹤0.01%
500
785
$5K ﹤0.01%
232
786
$5K ﹤0.01%
+40
787
$5K ﹤0.01%
2,000
788
$5K ﹤0.01%
263
789
$5K ﹤0.01%
201
790
$5K ﹤0.01%
250
791
$5K ﹤0.01%
169
792
$5K ﹤0.01%
165
793
$5K ﹤0.01%
43
794
$5K ﹤0.01%
2,000
795
$5K ﹤0.01%
83
796
$5K ﹤0.01%
206
-1,810
797
$4K ﹤0.01%
100
798
$4K ﹤0.01%
500
799
$4K ﹤0.01%
3
800
$4K ﹤0.01%
115
-6