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
$344M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1 +$3.79M
2 +$2.92M
3 +$1.67M
4
TGRW icon
T. Rowe Price Growth Stock ETF
TGRW
+$754K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$656K

Top Sells

1 +$524K
2 +$440K
3 +$351K
4
PG icon
Procter & Gamble
PG
+$267K
5
MSFT icon
Microsoft
MSFT
+$212K

Sector Composition

1 Technology 4.24%
2 Financials 4.19%
3 Consumer Staples 4.19%
4 Industrials 1.62%
5 Consumer Discretionary 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-518
327
-75