RFA
RTD Financial Advisors Portfolio holdings
AUM
$782M
This Quarter Return
+6.12%
1 Year Return
+10.69%
3 Year Return
+32.6%
5 Year Return
–
10 Year Return
–
AUM
$764M
AUM Growth
–
Cap. Flow
+$764M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
56.97%
Holding
116
New
116
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
$77.4M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$77.2M |
| 3 |
Vanguard Total Bond Market
BND
|
$76.4M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$44M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$33.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 2% |
| 2 | Technology | 0.97% |
| 3 | Industrials | 0.81% |
| 4 | Consumer Discretionary | 0.36% |
| 5 | Consumer Staples | 0.27% |
