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Michael Brannen

@Rda Financial Network

Latest period2024 - Q4ReportedManaged Assets$342.974MTotal holdings239
Assets growth rate6.4%Assets growth rate (2-Q avg)6.01%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Rda Financial Network's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 239 positions.

Assets under management

The assets under management (AUM) of Rda Financial Network over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 342.974M in assets, with a quarterly growth rate of 6.4% and a 2-quarter average growth rate of 6.01%. The portfolio is managed by Michael Brannen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
EFVIshares Tr
Recent Activity
Increased 154.48%
0.38%
$1.281M
24,407 shares@ $52.47 avg price
SPHDInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -4.34%
0.38%
$1.275M
26,387 shares@ $48.32 avg price
SWANAmplify Etf Tr
Recent Activity
Decreased -32.98%
0.38%
$1.274M
43,376 shares@ $29.37 avg price
ROPRoper Technologies Inc
Recent Activity
Increased 19.98%
0.37%
$1.265M
2,433 shares@ $519.89 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.39%
0.36%
$1.201M
6,852 shares@ $175.24 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -0.35%
0.35%
$1.198M
6,117 shares@ $195.83 avg price
EFGIshares Tr
Recent Activity
Increased 55.72%
0.34%
$1.157M
11,953 shares@ $96.84 avg price
AOMIshares Tr
Recent Activity
Decreased -3.26%
0.34%
$1.157M
26,640 shares@ $43.45 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -6.43%
0.34%
$1.147M
4,738 shares@ $242.14 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 19.28%
0.34%
$1.147M
4,931 shares@ $232.55 avg price