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
76
$251K 0.07%
4,199
77
$246K 0.07%
2,450
78
$245K 0.07%
2,119
+185
79
$238K 0.07%
1,082
+102
80
$232K 0.07%
7,861
-7,661
81
$218K 0.06%
1,105
82
$215K 0.06%
681
-122
83
$215K 0.06%
535
84
$214K 0.06%
4,866
-38
85
$199K 0.06%
4,170
+50
86
$199K 0.06%
382
-71
87
$192K 0.05%
995
88
$177K 0.05%
1,505
-120
89
$176K 0.05%
547
+400
90
$169K 0.05%
1,500
91
$165K 0.05%
3,400
92
$164K 0.05%
3,313
93
$160K 0.05%
179
94
$151K 0.04%
850
+92
95
$147K 0.04%
7,935
+1
96
$147K 0.04%
464
+200
97
$146K 0.04%
2,550
+2,250
98
$145K 0.04%
435
99
$145K 0.04%
3,470
100
$144K 0.04%
5,205
2 3
4
5 6