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
276
$1.91K ﹤0.01%
84
+66
277
$1.82K ﹤0.01%
34
278
$1.74K ﹤0.01%
34
279
$1.68K ﹤0.01%
50
280
$1.64K ﹤0.01%
1,000
281
$1.53K ﹤0.01%
34
282
$1.48K ﹤0.01%
26
283
$1.45K ﹤0.01%
22
-19
284
$1.41K ﹤0.01%
12
285
$1.29K ﹤0.01%
55
286
$1.27K ﹤0.01%
120
287
$1.27K ﹤0.01%
49
-305
288
$1.26K ﹤0.01%
2
289
$1.25K ﹤0.01%
13
290
$1.2K ﹤0.01%
51
291
$1.16K ﹤0.01%
34
292
$1.16K ﹤0.01%
63
293
$1.02K ﹤0.01%
+20
294
$1.01K ﹤0.01%
23
295
$921 ﹤0.01%
24
296
$854 ﹤0.01%
10
297
$847 ﹤0.01%
68
298
$786 ﹤0.01%
100
299
$768 ﹤0.01%
20
300
$756 ﹤0.01%
15
10 11
12
13 14