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
301
$2.74K ﹤0.01%
200
302
$2.13K ﹤0.01%
50
303
$1.98K ﹤0.01%
+17
304
$1.83K ﹤0.01%
+1
305
$1.63K ﹤0.01%
12
306
$1.53K ﹤0.01%
8
307
$1.49K ﹤0.01%
30
+7
308
$1.45K ﹤0.01%
34
309
$1.42K ﹤0.01%
55
310
$1.38K ﹤0.01%
34
311
$1.17K ﹤0.01%
20
312
$1.03K ﹤0.01%
24
313
$1.03K ﹤0.01%
+350
314
$963 ﹤0.01%
1,000
315
$946 ﹤0.01%
+7
316
$805 ﹤0.01%
100
317
$744 ﹤0.01%
10
318
$678 ﹤0.01%
+70
319
$635 ﹤0.01%
12
320
$629 ﹤0.01%
3
321
$608 ﹤0.01%
68
322
$586 ﹤0.01%
18
323
$569 ﹤0.01%
2
324
$519 ﹤0.01%
20
325
$507 ﹤0.01%
17
10 11 12
13
14