RDFA

Ritter Daniher Financial Advisory Portfolio holdings

AUM $596M
1-Year Est. Return 15.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$407M
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$2.12M
3
+$1.96M
4
CTAS icon
Cintas
CTAS
+$1.64M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.14M

Top Sells

1
+$942K
2
+$536K
3
+$502K
4
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$489K
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$431K

Sector Composition

1 Financials 4.48%
2 Technology 3.39%
3 Consumer Staples 3.28%
4 Industrials 1.95%
5 Consumer Discretionary 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20.3K 0.01%
1,925
227
$20K ﹤0.01%
65
228
$20K ﹤0.01%
250
229
$19.3K ﹤0.01%
727
230
$19.2K ﹤0.01%
392
231
$19.1K ﹤0.01%
240
232
$18.9K ﹤0.01%
190
233
$18.9K ﹤0.01%
100
234
$18.6K ﹤0.01%
52
235
$18.3K ﹤0.01%
293
236
$18.2K ﹤0.01%
+100
237
$17.8K ﹤0.01%
98
238
$17.3K ﹤0.01%
184
239
$16.8K ﹤0.01%
73
-8
240
$15.8K ﹤0.01%
500
241
$15.5K ﹤0.01%
158
-207
242
$14.7K ﹤0.01%
360
243
$14.7K ﹤0.01%
109
244
$14.5K ﹤0.01%
+50
245
$13.3K ﹤0.01%
99
-7
246
$12.7K ﹤0.01%
189
247
$12.4K ﹤0.01%
54
-6
248
$12.2K ﹤0.01%
86
249
$12.1K ﹤0.01%
231
+197
250
$12.1K ﹤0.01%
125
8 9
10
11 12