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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
$653M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$9M
3
+$5.83M
4
HD icon
Home Depot
HD
+$3.13M
5
ACM icon
Aecom
ACM
+$1.58M

Top Sells

1
+$7.83M
2
+$7.63M
3
+$2.32M
4
BABA icon
Alibaba
BABA
+$1.81M
5
NXPI icon
NXP Semiconductors
NXPI
+$1.49M

Sector Composition

1 Financials 15.41%
2 Technology 14.86%
3 Consumer Discretionary 12.59%
4 Healthcare 9.97%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$1K ﹤0.01%
38
902
$1K ﹤0.01%
12
903
$1K ﹤0.01%
150
904
$1K ﹤0.01%
14
905
$1K ﹤0.01%
37
906
$1K ﹤0.01%
1
907
$1K ﹤0.01%
18
908
$1K ﹤0.01%
100
909
$1K ﹤0.01%
650
910
$1K ﹤0.01%
200
911
$1K ﹤0.01%
22
912
$1K ﹤0.01%
50
913
$1K ﹤0.01%
26
914
$1K ﹤0.01%
20
915
$1K ﹤0.01%
125
916
$1K ﹤0.01%
28
917
$1K ﹤0.01%
1,250
918
– –
0
919
$1K ﹤0.01%
100
920
$1K ﹤0.01%
86
921
$1K ﹤0.01%
100
922
$1K ﹤0.01%
125
923
$1K ﹤0.01%
49
924
$1K ﹤0.01%
272
925
$1K ﹤0.01%
250
35 36
37
38 39