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
201
$32.7K 0.01%
304
-75
202
$32K 0.01%
500
203
$30.9K 0.01%
175
204
$30.4K 0.01%
1,098
205
$28.8K 0.01%
750
206
$28.5K 0.01%
+400
207
$27.8K 0.01%
380
208
$27.5K 0.01%
150
209
$26.7K 0.01%
544
+1
210
$26.4K 0.01%
233
211
$26.4K 0.01%
500
212
$25.8K 0.01%
975
213
$25.8K 0.01%
204
+1
214
$25.5K 0.01%
180
+1
215
$25.1K 0.01%
250
216
$24.8K 0.01%
31
217
$24.3K 0.01%
841
-497
218
$24.2K 0.01%
350
219
$23.6K 0.01%
79
-10
220
$23.5K 0.01%
261
-14
221
$22.6K 0.01%
400
222
$22.2K 0.01%
42
223
$22K 0.01%
90
224
$21.6K 0.01%
733
225
$20.4K 0.01%
224
7 8
9
10 11