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
251
$7.16K ﹤0.01%
300
252
$7.07K ﹤0.01%
202
253
$6.88K ﹤0.01%
276
254
$6.71K ﹤0.01%
109
-10
255
$6.49K ﹤0.01%
59
256
$6.42K ﹤0.01%
200
257
$6.36K ﹤0.01%
84
+4
258
$6.31K ﹤0.01%
75
259
$6.3K ﹤0.01%
50
-50
260
$5.49K ﹤0.01%
325
261
$5.15K ﹤0.01%
39
262
$4.99K ﹤0.01%
28
263
$4.46K ﹤0.01%
57
-23
264
$4.28K ﹤0.01%
200
265
$3.88K ﹤0.01%
18
266
$3.38K ﹤0.01%
34
267
$3.25K ﹤0.01%
328
+4
268
$3.01K ﹤0.01%
9
-1
269
$2.98K ﹤0.01%
177
270
$2.74K ﹤0.01%
41
271
$2.59K ﹤0.01%
16
272
$2.4K ﹤0.01%
8
273
$2.12K ﹤0.01%
+40
274
$2.07K ﹤0.01%
200
275
$2.04K ﹤0.01%
76
9 10
11
12 13