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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
$564M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$822K
2
+$766K
3
+$420K
4
ABT icon
Abbott
ABT
+$332K
5
GILD icon
Gilead Sciences
GILD
+$317K

Top Sells

1
+$8.24M
2
+$364K
3
+$215K
4
AAPL icon
Apple
AAPL
+$209K
5
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$145K

Sector Composition

1 Healthcare 14.39%
2 Technology 13.65%
3 Financials 12.65%
4 Consumer Discretionary 11.83%
5 Energy 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$1K ﹤0.01%
18
802
$1K ﹤0.01%
125
803
$1K ﹤0.01%
29
804
$1K ﹤0.01%
+28
805
$1K ﹤0.01%
100
806
$1K ﹤0.01%
15
807
$1K ﹤0.01%
8
808
– –
0
809
$1K ﹤0.01%
460
810
$1K ﹤0.01%
100
811
$1K ﹤0.01%
86
812
$1K ﹤0.01%
50
+26
813
$1K ﹤0.01%
+20
814
$1K ﹤0.01%
+300
815
$1K ﹤0.01%
272
816
$1K ﹤0.01%
100
817
$1K ﹤0.01%
11
818
$1K ﹤0.01%
1,000
819
$1K ﹤0.01%
+22
820
$1K ﹤0.01%
44
821
$1K ﹤0.01%
25
822
$1K ﹤0.01%
+12
823
$1K ﹤0.01%
100
824
$1K ﹤0.01%
58
825
$1K ﹤0.01%
23
31 32
33
34 35