RFA

Rollins Financial Advisors Portfolio holdings

AUM $627M
1-Year Est. Return 18.82%
This Quarter Est. Return
1 Year Est. Return
+18.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$627M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$4.95M
2 +$1.55M
3 +$850K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$810K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$652K

Top Sells

1 +$5.66M
2 +$5.65M
3 +$5.61M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.11M
5
ARCC icon
Ares Capital
ARCC
+$3.06M

Sector Composition

1 Technology 19.97%
2 Consumer Discretionary 10.23%
3 Communication Services 8.1%
4 Financials 6.76%
5 Energy 2.14%