RFA

Rollins Financial Advisors Portfolio holdings

AUM $661M
1-Year Est. Return 26.66%
This Quarter Est. Return
1 Year Est. Return
+26.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$574M
AUM Growth
-$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.57M
3
+$1.49M
4
BAC icon
Bank of America
BAC
+$1.37M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$1.24M

Top Sells

1
+$5.16M
2
+$2.63M
3
+$2.33M
4
TSLA icon
Tesla
TSLA
+$1.78M
5
MSFT icon
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
$22.8K ﹤0.01%
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127
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128
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129
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130
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131
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133
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134
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135
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139
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