RFA
Rollins Financial Advisors Portfolio holdings
AUM
$627M
1-Year Est. Return
18.82%
1 Year Est. Return
+18.82%
AUM
$574M
AUM Growth
-$66.2M
(-10%)
Holding
146
Top Buys
| 1 | +$2.78M | |
| 2 | +$1.57M | |
| 3 | +$1.49M | |
| 4 |
Bank of America
BAC
|
+$1.37M |
| 5 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$1.24M |
Top Sells
| 1 | +$5.16M | |
| 2 | +$2.63M | |
| 3 | +$2.33M | |
| 4 |
Tesla
TSLA
|
+$1.78M |
| 5 |
Microsoft
MSFT
|
+$1.58M |
Sector Composition
| 1 | Technology | 20.92% |
| 2 | Consumer Discretionary | 10.65% |
| 3 | Communication Services | 7.56% |
| 4 | Financials | 6.79% |
| 5 | Energy | 2.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
TELA Bio
TELA
$60.6M
| $22.8K | ﹤0.01% |
+18,656
|
|
||
127
Vanguard Small-Cap Growth ETF
VBK
$20.5B
| – | – |
-734
|
|
||
128
Applied Materials
AMAT
$179B
| – | – |
-1,430
|
|
||
129
Arista Networks
ANET
$180B
| – | – |
-5,404
|
|
||
130
DNP Select Income Fund
DNP
$3.71B
| – | – |
-11,350
|
|
||
131
Intuitive Surgical
ISRG
$160B
| – | – |
-783
|
|
||
132
Johnson & Johnson
JNJ
$465B
| – | – |
-1,730
|
|
||
133
Palo Alto Networks
PANW
$141B
| – | – |
-1,246
|
|
||
134
Rivian
RIVN
$15.8B
| – | – |
-10,707
|
|
||
135
Root
ROOT
$1.17B
| – | – |
-3,171
|
|
||
136
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$14.9B
| – | – |
-9,464
|
|
||
137
UnitedHealth
UNH
$323B
| – | – |
-549
|
|
||
138
Industrial Select Sector SPDR Fund
XLI
$23.4B
| – | – |
-1,777
|
|
||
139
Invesco S&P MidCap Quality ETF
XMHQ
$5.41B
| – | – |
-9,162
|
|