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
$149M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$385K
2
+$364K
3
+$307K
4
NTR icon
Nutrien
NTR
+$295K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$260K

Top Sells

1
+$1.75M
2
+$1.58M
3
+$1.57M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.35M

Sector Composition

1 Technology 15.92%
2 Financials 10.26%
3 Energy 9.55%
4 Healthcare 8.07%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$104K 0.07%
5,020
227
$102K 0.07%
1,192
+118
228
$101K 0.07%
3,181
-890
229
$100K 0.07%
778
230
$98.3K 0.07%
+508
231
$97.5K 0.06%
721
-27
232
$97K 0.06%
791
-480
233
$96.6K 0.06%
1,255
-677
234
$96.1K 0.06%
1,019
-25
235
$93.1K 0.06%
326
-314
236
$92.6K 0.06%
1,127
-194
237
$92K 0.06%
939
-997
238
$91.9K 0.06%
1,132
+46
239
$91.8K 0.06%
1,322
-702
240
$91.7K 0.06%
607
-25
241
$91.4K 0.06%
1,511
-712
242
$90K 0.06%
+528
243
$89.2K 0.06%
2,720
-260
244
$89.1K 0.06%
778
+39
245
$87.1K 0.06%
508
-110
246
$86.9K 0.06%
409
-215
247
$85.9K 0.06%
474
+63
248
$85.8K 0.06%
617
-311
249
$85.7K 0.06%
1,342
-22,661
250
$85.6K 0.06%
805
-7
8 9
10
11 12