RFA

RTD Financial Advisors Portfolio holdings

AUM $832M
1-Year Est. Return 9.97%
This Quarter Est. Return
1 Year Est. Return
+9.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$655M
AUM Growth
-$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.02M
3
+$631K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$626K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$568K

Top Sells

1
+$1.52M
2
+$1.16M
3
+$788K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$571K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$474K

Sector Composition

1 Healthcare 0.55%
2 Technology 0.47%
3 Industrials 0.39%
4 Energy 0.17%
5 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,317
1 2 3 4
5