RDFA
Ritter Daniher Financial Advisory Portfolio holdings
AUM
$407M
1-Year Return
12.54%
This Quarter Return
-13.14%
1 Year Return
+12.54%
3 Year Return
+50.13%
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
-$4.39M
(-3%)
Cap. Flow
+$16.5M
Cap. Flow
% of AUM
11.7%
Top 10 Holdings %
Top 10 Hldgs %
73.12%
Holding
269
New
27
Increased
52
Reduced
24
Closed
26
Top Buys
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$404K |
| 2 |
Apple
AAPL
|
$177K |
| 3 |
iShares TIPS Bond ETF
TIP
|
$132K |
| 4 |
RTX Corp
RTX
|
$62.8K |
| 5 |
Philip Morris
PM
|
$60.7K |
Sector Composition
| 1 | Consumer Staples | 9.19% |
| 2 | Financials | 7.99% |
| 3 | Technology | 4.57% |
| 4 | Industrials | 2.42% |
| 5 | Consumer Discretionary | 1.92% |
