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
$151M
AUM Growth
+$2.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$497K
2
+$412K
3
+$351K
4
APD icon
Air Products & Chemicals
APD
+$339K
5
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$338K

Top Sells

1
+$1.78M
2
+$1.32M
3
+$1.05M
4
VLO icon
Valero Energy
VLO
+$854K
5
MSFT icon
Microsoft
MSFT
+$803K

Sector Composition

1 Technology 17.47%
2 Financials 10.07%
3 Energy 8.54%
4 Healthcare 7.83%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$104K 0.07%
816
+50
227
$103K 0.07%
609
+210
228
$103K 0.07%
4,870
-150
229
$98.8K 0.07%
508
230
$98.8K 0.07%
778
231
$97.8K 0.06%
1,120
-12
232
$97.2K 0.06%
526
-2
233
$96.9K 0.06%
672
+55
234
$96.8K 0.06%
874
+96
235
$95.5K 0.06%
1,182
-73
236
$95.4K 0.06%
423
237
$95.3K 0.06%
1,841
-162
238
$95.3K 0.06%
926
+121
239
$94.8K 0.06%
639
-304
240
$94.6K 0.06%
1,342
241
$93.6K 0.06%
866
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242
$92.9K 0.06%
707
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243
$91.6K 0.06%
2,720
244
$91.5K 0.06%
6,050
-179
245
$90.5K 0.06%
483
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246
$90.1K 0.06%
1,175
-17
247
$89.4K 0.06%
515
+7
248
$87.1K 0.06%
789
-311
249
$87K 0.06%
412
+3
250
$87K 0.06%
264
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10
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