RFA
RTD Financial Advisors Portfolio holdings
AUM
$782M
This Quarter Return
-0.17%
1 Year Return
+10.69%
3 Year Return
+32.6%
5 Year Return
–
10 Year Return
–
AUM
$744M
AUM Growth
+$744M
(-0%)
Cap. Flow
+$1.75M
Cap. Flow
% of AUM
0.24%
Top 10 Holdings %
Top 10 Hldgs %
53.86%
Holding
108
New
12
Increased
31
Reduced
46
Closed
1
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.87M |
| 2 |
Bristol-Myers Squibb
BMY
|
$1.58M |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$1.47M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.02M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$590K |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$2.35M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$1.98M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$1.35M |
| 4 |
Invesco Ultra Short Duration ETF
GSY
|
$1.14M |
| 5 |
Apple
AAPL
|
$769K |
Sector Composition
| 1 | Healthcare | 0.64% |
| 2 | Technology | 0.35% |
| 3 | Industrials | 0.29% |
| 4 | Utilities | 0.23% |
| 5 | Energy | 0.19% |
