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
151
$55.7K 0.02%
730
152
$55.1K 0.02%
124
-14
153
$55K 0.02%
223
154
$53.1K 0.02%
480
155
$53K 0.02%
1,249
156
$51.5K 0.01%
455
+250
157
$51K 0.01%
1,370
158
$50.7K 0.01%
375
+150
159
$49.8K 0.01%
447
160
$49.6K 0.01%
117
-24
161
$49.2K 0.01%
600
162
$48.8K 0.01%
412
163
$47.8K 0.01%
1,050
164
$47.6K 0.01%
516
-12
165
$47.5K 0.01%
477
166
$46.7K 0.01%
741
-39
167
$46.7K 0.01%
400
168
$46.3K 0.01%
832
169
$46.2K 0.01%
410
170
$45.6K 0.01%
43
171
$43.9K 0.01%
500
172
$43.6K 0.01%
125
+95
173
$43K 0.01%
1,071
174
$41.5K 0.01%
729
175
$41.4K 0.01%
700
+500
5 6
7
8 9