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RFA
Reilly Financial Advisors Portfolio holdings
AUM
$1.35B
1-Year Est. Return
22.65%
This Fund
S&P 500
1 Year Est. Return
+22.65%
AUM
$621M
AUM Growth
+$43M
(+7.4%)
Holding
998
Top Buys
| 1 | +$3.96M | |
| 2 | +$879K | |
| 3 | +$702K | |
| 4 |
iShares Russell 2000 Growth ETF
IWO
|
+$554K |
| 5 |
HSBC.PRA
HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A)
HSBC.PRA
|
+$443K |
Top Sells
| 1 | +$8.22M | |
| 2 | +$448K | |
| 3 | +$404K | |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
+$287K |
| 5 |
OKS
Oneok Partners LP
OKS
|
+$260K |
Sector Composition
| 1 | Financials | 15.15% |
| 2 | Technology | 14.29% |
| 3 | Consumer Discretionary | 12.32% |
| 4 | Healthcare | 10.02% |
| 5 | Industrials | 9.9% |