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
251
$12K ﹤0.01%
110
252
$12K ﹤0.01%
138
-15
253
$12K ﹤0.01%
99
-10
254
$11.4K ﹤0.01%
264
+4
255
$11.1K ﹤0.01%
+350
256
$10.8K ﹤0.01%
1,064
257
$10.7K ﹤0.01%
+105
258
$10.6K ﹤0.01%
862
259
$9.84K ﹤0.01%
45
260
$9.64K ﹤0.01%
320
261
$9.62K ﹤0.01%
700
262
$9.53K ﹤0.01%
+184
263
$9.32K ﹤0.01%
+35
264
$9.24K ﹤0.01%
75
265
$9.24K ﹤0.01%
70
266
$9.14K ﹤0.01%
110
267
$9K ﹤0.01%
213
268
$8.16K ﹤0.01%
125
269
$8.06K ﹤0.01%
+148
270
$7.94K ﹤0.01%
100
271
$7.9K ﹤0.01%
300
272
$7.87K ﹤0.01%
230
273
$7.84K ﹤0.01%
28
274
$7.76K ﹤0.01%
276
275
$7.51K ﹤0.01%
109
9 10
11
12 13