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
26
$1.34M 0.38%
9,887
-355
27
$1.19M 0.33%
11,683
-235
28
$1.18M 0.33%
13,298
-132
29
$1.16M 0.33%
11,039
-28
30
$1.13M 0.32%
2,786
-145
31
$1.03M 0.29%
9,522
-246
32
$1.02M 0.29%
43,976
+14
33
$974K 0.27%
1,807
-100
34
$921K 0.26%
4,701
-227
35
$911K 0.26%
12,713
+250
36
$873K 0.25%
9,014
-41
37
$871K 0.25%
8,216
38
$858K 0.24%
1,112
-12
39
$850K 0.24%
4,462
+99
40
$846K 0.24%
11,192
-61
41
$759K 0.21%
3,434
+193
42
$695K 0.2%
6,462
+79
43
$652K 0.18%
13,635
-238
44
$636K 0.18%
1,085
-25
45
$593K 0.17%
3,109
46
$540K 0.15%
2,232
-7
47
$536K 0.15%
2,322
-450
48
$525K 0.15%
2,800
-100
49
$512K 0.14%
2,209
-441
50
$461K 0.13%
10,902
-15
1
2
3 4 5