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
51
$438K 0.12%
3,022
+125
52
$427K 0.12%
3,251
53
$425K 0.12%
1,467
-35
54
$421K 0.12%
8,400
55
$418K 0.12%
8,235
56
$414K 0.12%
3,082
-5,201
57
$412K 0.12%
15,519
58
$372K 0.11%
736
-7
59
$363K 0.1%
6,923
60
$345K 0.1%
13,635
61
$341K 0.1%
1,842
62
$340K 0.1%
922
63
$340K 0.1%
6,013
64
$331K 0.09%
3,000
65
$327K 0.09%
5,256
+400
66
$324K 0.09%
2,521
+9
67
$314K 0.09%
2,064
68
$311K 0.09%
5,081
-250
69
$291K 0.08%
749
+59
70
$290K 0.08%
4,411
71
$288K 0.08%
2,674
+2
72
$282K 0.08%
1,200
73
$275K 0.08%
470
74
$257K 0.07%
1,988
75
$252K 0.07%
871
1 2
3
4 5