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
$744M
AUM Growth
-$139
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.58M
3
+$1.47M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.02M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$590K

Top Sells

1
+$2.35M
2
+$1.98M
3
+$1.35M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$1.14M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$266K 0.04%
1,043
+30
102
$265K 0.04%
7,103
103
$262K 0.04%
1,442
104
$248K 0.03%
6,436
105
$244K 0.03%
+3,169
106
$241K 0.03%
+2,946
107
$228K 0.03%
+692
108
– –
-22,947
1 2 3 4
5