RDFA
Ritter Daniher Financial Advisory Portfolio holdings
AUM
$407M
1-Year Return
12.54%
This Quarter Return
+13.97%
1 Year Return
+12.54%
3 Year Return
+50.13%
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
–
Cap. Flow
+$115M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.96%
Holding
189
New
187
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$23.9M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$12.8M |
| 3 |
Procter & Gamble
PG
|
$10.1M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$8.52M |
| 5 |
LCNB Corp
LCNB
|
$8.23M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 9.65% |
| 2 | Financials | 9.61% |
| 3 | Technology | 5.34% |
| 4 | Consumer Discretionary | 2.47% |
| 5 | Industrials | 2.38% |
