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
126
$97.3K 0.02%
1,080
127
$95.3K 0.02%
130
128
$94.3K 0.02%
1,260
129
$94.2K 0.02%
125
130
$92.2K 0.02%
743
+300
131
$92.1K 0.02%
1,163
+686
132
$91.9K 0.02%
288
+50
133
$88.8K 0.02%
593
+4
134
$88K 0.02%
498
135
$87.4K 0.02%
5,212
136
$86.1K 0.02%
335
+1
137
$85.9K 0.02%
630
-180
138
$83.6K 0.02%
101
-24
139
$82.7K 0.02%
268
+52
140
$82.3K 0.02%
6,277
141
$81.1K 0.02%
3,200
142
$80.5K 0.02%
146
143
$78.9K 0.02%
282
144
$78.2K 0.02%
275
145
$77.5K 0.02%
3,064
-258
146
$76.8K 0.02%
190
147
$72.7K 0.02%
2,475
148
$69.4K 0.02%
1,000
+300
149
$68.1K 0.02%
1,071
150
$67.6K 0.02%
650
4 5
6
7 8