RDFA

Ritter Daniher Financial Advisory Portfolio holdings

AUM $568M
1-Year Est. Return 12.25%
This Quarter Est. Return
1 Year Est. Return
+12.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$7.28M
3
+$3.93M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.41M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.53M

Top Sells

1
+$7.8M
2
+$4.75M
3
+$2.44M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.14M
5
NVDA icon
NVIDIA
NVDA
+$698K

Sector Composition

1 Financials 4.25%
2 Technology 4.19%
3 Consumer Staples 4.18%
4 Consumer Discretionary 1.74%
5 Industrials 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14.5K ﹤0.01%
100
227
$14.1K ﹤0.01%
+125
228
$13.8K ﹤0.01%
42
-18
229
$13.6K ﹤0.01%
180
230
$12.7K ﹤0.01%
109
231
$12.6K ﹤0.01%
200
232
$12.2K ﹤0.01%
153
233
$12.1K ﹤0.01%
106
+30
234
$12.1K ﹤0.01%
60
235
$11.5K ﹤0.01%
1,064
236
$11K ﹤0.01%
110
237
$10.2K ﹤0.01%
256
+4
238
$10.1K ﹤0.01%
144
-16
239
$9.88K ﹤0.01%
86
240
$9.83K ﹤0.01%
163
+1
241
$9.66K ﹤0.01%
237
242
$9.56K ﹤0.01%
45
243
$9.03K ﹤0.01%
339
244
$8.59K ﹤0.01%
213
245
$8.42K ﹤0.01%
70
246
$8.34K ﹤0.01%
110
247
$7.82K ﹤0.01%
74
248
$7.74K ﹤0.01%
100
249
$7.46K ﹤0.01%
125
250
$7.18K ﹤0.01%
230
8 9
10
11 12