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
176
$49.7K 0.01%
600
177
$49.5K 0.01%
223
178
$49.1K 0.01%
480
179
$48.2K 0.01%
468
180
$47.5K 0.01%
1,050
181
$46.4K 0.01%
1,896
182
$46.3K 0.01%
100
183
$46K 0.01%
+990
184
$45.1K 0.01%
+1,140
185
$44.9K 0.01%
832
186
$44.2K 0.01%
215
187
$43.9K 0.01%
2,812
188
$43.3K 0.01%
112
189
$42.3K 0.01%
408
-108
190
$41.9K 0.01%
1,059
191
$40.9K 0.01%
125
192
$39.2K 0.01%
1,098
193
$38.8K 0.01%
634
+414
194
$38.8K 0.01%
1,896
195
$37.9K 0.01%
500
196
$37K 0.01%
375
197
$36.7K 0.01%
111
+56
198
$35.1K 0.01%
666
199
$34.3K 0.01%
1,150
200
$33.9K 0.01%
300
-43
6 7
8
9 10