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
126
$84.8K 0.02%
5,212
127
$84.3K 0.02%
498
128
$83.2K 0.02%
140
+10
129
$82.6K 0.02%
145
-14
130
$80.9K 0.02%
1,070
-110
131
$78.4K 0.02%
264
-29
132
$78K 0.02%
150
+39
133
$74.6K 0.02%
146
134
$73.5K 0.02%
576
135
$70.5K 0.02%
278
136
$68.8K 0.02%
1,112
137
$68.6K 0.02%
476
138
$66.8K 0.02%
674
+24
139
$66K 0.02%
650
+50
140
$65.2K 0.02%
1,999
+103
141
$63.2K 0.02%
216
142
$63.1K 0.02%
3,146
-225
143
$62.6K 0.02%
216
144
$61.8K 0.02%
430
145
$61.5K 0.02%
2,475
146
$61.2K 0.02%
671
147
$59.9K 0.02%
279
-15
148
$56.3K 0.02%
222
-5
149
$55.8K 0.02%
925
150
$55.8K 0.02%
334
+50
4 5
6
7 8