RDFA
Ritter Daniher Financial Advisory Portfolio holdings
AUM
$407M
1-Year Return
12.54%
This Quarter Return
+4.96%
1 Year Return
+12.54%
3 Year Return
+50.13%
5 Year Return
–
10 Year Return
–
AUM
$241M
AUM Growth
+$13.9M
(+6.1%)
Cap. Flow
+$3.68M
Cap. Flow
% of AUM
1.52%
Top 10 Holdings %
Top 10 Hldgs %
78.02%
Holding
343
New
46
Increased
55
Reduced
49
Closed
12
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.22M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.26M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.04M |
| 4 |
Avantis Emerging Markets Equity ETF
AVEM
|
$713K |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
$638K |
Top Sells
Sector Composition
| 1 | Consumer Staples | 5.51% |
| 2 | Financials | 5.01% |
| 3 | Technology | 4.63% |
| 4 | Industrials | 1.81% |
| 5 | Consumer Discretionary | 1.72% |
