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

Top Buys

1 +$3.86M
2 +$3.05M
3 +$1.74M
4
TGRW icon
T. Rowe Price Growth Stock ETF
TGRW
+$775K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$684K

Top Sells

1 +$525K
2 +$455K
3 +$364K
4
PG icon
Procter & Gamble
PG
+$273K
5
MSFT icon
Microsoft
MSFT
+$213K

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
-55
327
-1,695