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
51
$553K 0.14%
3,500
-489
52
$532K 0.13%
1,930
53
$484K 0.12%
3,381
+484
54
$477K 0.12%
2,300
-200
55
$475K 0.12%
11,542
+640
56
$474K 0.12%
2,424
57
$435K 0.11%
13,635
58
$432K 0.11%
3,251
59
$425K 0.1%
1,399
-28
60
$417K 0.1%
8,189
+1,381
61
$412K 0.1%
8,400
62
$411K 0.1%
2,117
+275
63
$384K 0.09%
5,428
+172
64
$359K 0.09%
922
65
$353K 0.09%
478
-56
66
$350K 0.09%
2,589
+8
67
$331K 0.08%
13,659
-650
68
$329K 0.08%
15,030
+98
69
$319K 0.08%
1,082
70
$308K 0.08%
4,411
71
$307K 0.08%
1,200
72
$306K 0.08%
4,269
+200
73
$290K 0.07%
2,500
-500
74
$289K 0.07%
2,446
-230
75
$281K 0.07%
6,063
1 2
3
4 5