RFA
Rollins Financial Advisors Portfolio holdings
AUM
$661M
1-Year Est. Return
26.66%
1 Year Est. Return
+26.66%
AUM
$661M
AUM Growth
+$33.6M
(+5.4%)
Holding
154
Top Buys
| 1 | +$1.7M | |
| 2 | +$1.52M | |
| 3 | +$874K | |
| 4 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$736K |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
+$714K |
Top Sells
| 1 | +$13.7M | |
| 2 | +$8.8M | |
| 3 | +$3.89M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$2.78M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$1.67M |
Sector Composition
| 1 | Technology | 19.35% |
| 2 | Consumer Discretionary | 9.3% |
| 3 | Communication Services | 8.75% |
| 4 | Financials | 6.35% |
| 5 | Energy | 1.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
State Street SPDR S&P Dividend ETF
SDY
$20.9B
| – | – |
-1,517
|
|
||
152
TELA Bio
TELA
$45.4M
| – | – |
-18,656
|
|
||
153
Vertiv
VRT
$67.6B
| – | – |
-1,630
|
|
||
154
GE Vernova
GEV
$185B
| – | – |
-652
|
|