RFA
Rollins Financial Advisors Portfolio holdings
AUM
$627M
This Quarter Return
+13.58%
1 Year Return
+18.82%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$479M
AUM Growth
–
Cap. Flow
+$479M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
70.32%
Holding
97
New
97
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$76.8M |
| 2 |
Apple
AAPL
|
$65.5M |
| 3 |
Microsoft
MSFT
|
$45.1M |
| 4 |
Amazon
AMZN
|
$33.2M |
| 5 |
Tesla
TSLA
|
$29.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 23.77% |
| 2 | Consumer Discretionary | 13.86% |
| 3 | Communication Services | 7.51% |
| 4 | Financials | 3.93% |
| 5 | Industrials | 0.44% |
