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
201
$23.7K 0.01%
224
202
$23.3K 0.01%
400
203
$22.8K 0.01%
90
204
$22.7K 0.01%
188
-776
205
$22.5K 0.01%
377
206
$22.5K 0.01%
392
207
$22.4K 0.01%
+150
208
$22.3K 0.01%
250
209
$21.6K 0.01%
167
210
$20.7K 0.01%
250
211
$19.8K 0.01%
247
212
$19.8K 0.01%
233
213
$19.5K 0.01%
65
214
$18.7K 0.01%
52
215
$18.5K 0.01%
81
216
$18.3K 0.01%
190
217
$17.1K ﹤0.01%
98
218
$16.3K ﹤0.01%
184
219
$16.2K ﹤0.01%
100
220
$16K ﹤0.01%
293
221
$15.7K ﹤0.01%
125
222
$15.7K ﹤0.01%
+1,925
223
$15.6K ﹤0.01%
1,174
+974
224
$15.2K ﹤0.01%
55
225
$15K ﹤0.01%
109
7 8
9
10 11