RFA

Resurgent Financial Advisors Portfolio holdings

AUM $182M
1-Year Est. Return 18.61%
This Quarter Est. Return
1 Year Est. Return
+18.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$858K
3
+$599K
4
CSCO icon
Cisco
CSCO
+$577K
5
FCX icon
Freeport-McMoran
FCX
+$566K

Top Sells

1
+$1.42M
2
+$998K
3
+$919K
4
AAPL icon
Apple
AAPL
+$903K
5
CVS icon
CVS Health
CVS
+$573K

Sector Composition

1 Technology 13.18%
2 Financials 10.81%
3 Healthcare 9.95%
4 Energy 8.93%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$163K 0.09%
+2,001
227
$162K 0.09%
+5,545
228
$162K 0.09%
+628
229
$160K 0.08%
+4,071
230
$160K 0.08%
1,271
-613
231
$159K 0.08%
+3,160
232
$158K 0.08%
+3,584
233
$157K 0.08%
+1,117
234
$156K 0.08%
+640
235
$155K 0.08%
+3,266
236
$154K 0.08%
+1,100
237
$154K 0.08%
2,127
-1,921
238
$150K 0.08%
+2,832
239
$150K 0.08%
+1,510
240
$149K 0.08%
+3,655
241
$149K 0.08%
+1,271
242
$148K 0.08%
+433
243
$148K 0.08%
+3,707
244
$147K 0.08%
2,534
-1,844
245
$147K 0.08%
+1,310
246
$146K 0.08%
+2,142
247
$145K 0.08%
738
-402
248
$145K 0.08%
+2,034
249
$144K 0.08%
+1,932
250
$143K 0.08%
1,760
-1,895
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