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
276
$7.45K ﹤0.01%
+100
277
$7.26K ﹤0.01%
+202
278
$7.09K ﹤0.01%
84
279
$6.61K ﹤0.01%
200
280
$6.55K ﹤0.01%
55
281
$6.03K ﹤0.01%
+37
282
$5.75K ﹤0.01%
+571
283
$5.46K ﹤0.01%
72
+50
284
$5.38K ﹤0.01%
200
285
$5.29K ﹤0.01%
39
286
$5.21K ﹤0.01%
28
287
$5.03K ﹤0.01%
21
288
$4.72K ﹤0.01%
+65
289
$4.56K ﹤0.01%
59
290
$4.36K ﹤0.01%
200
291
$4.22K ﹤0.01%
57
292
$3.9K ﹤0.01%
+340
293
$3.89K ﹤0.01%
37
294
$3.74K ﹤0.01%
34
295
$3.72K ﹤0.01%
325
296
$3.67K ﹤0.01%
338
+5
297
$3.36K ﹤0.01%
177
298
$3.3K ﹤0.01%
16
299
$3.08K ﹤0.01%
129
+13
300
$2.88K ﹤0.01%
75
10 11
12
13 14