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
$146M
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$522K
3
+$412K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$398K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$312K

Top Sells

1
+$1.67M
2
+$370K
3
+$338K
4
ASML icon
ASML
ASML
+$319K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$279K

Sector Composition

1 Technology 15.82%
2 Energy 10.14%
3 Financials 9.83%
4 Healthcare 7.53%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$96.2K 0.07%
609
227
$95.1K 0.06%
778
228
$94.7K 0.06%
678
+6
229
$94.7K 0.06%
4,870
230
$94.3K 0.06%
1,120
231
$94K 0.06%
+1,030
232
$93.9K 0.06%
241
-31
233
$92.8K 0.06%
792
-24
234
$92.8K 0.06%
508
235
$90.8K 0.06%
+5,400
236
$90.4K 0.06%
301
-129
237
$88.4K 0.06%
1,333
238
$88.2K 0.06%
637
+59
239
$87.2K 0.06%
534
+19
240
$87.2K 0.06%
1,951
+110
241
$86.3K 0.06%
839
-317
242
$86.3K 0.06%
2,601
-4,120
243
$85.7K 0.06%
1,000
244
$85.4K 0.06%
1,346
+1,020
245
$85.2K 0.06%
1,133
+315
246
$85K 0.06%
2,720
247
$84.8K 0.06%
480
-3
248
$84.7K 0.06%
1,331
-23
249
$83.5K 0.06%
1,012
+83
250
$82.3K 0.06%
161
-13
8 9
10
11 12