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
$163M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$923K
3
+$531K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$529K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$481K

Top Sells

1
+$653K
2
+$442K
3
+$425K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$384K
5
APD icon
Air Products & Chemicals
APD
+$365K

Sector Composition

1 Technology 16.76%
2 Financials 9.81%
3 Energy 8.13%
4 Healthcare 6.98%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$121K 0.07%
1,631
+300
227
$121K 0.07%
3,447
+1,545
228
$117K 0.07%
2,438
-1,025
229
$116K 0.07%
+1,562
230
$116K 0.07%
329
+28
231
$116K 0.07%
446
+38
232
$115K 0.07%
993
-201
233
$115K 0.07%
1,364
-166
234
$112K 0.07%
+1,119
235
$111K 0.07%
+2,102
236
$110K 0.07%
367
-13
237
$108K 0.07%
3,630
+16
238
$106K 0.07%
657
+20
239
$105K 0.06%
4,870
240
$105K 0.06%
1,120
241
$105K 0.06%
2,417
-1,057
242
$103K 0.06%
+2,261
243
$102K 0.06%
163
+2
244
$101K 0.06%
+5,180
245
$100K 0.06%
526
-8
246
$98.4K 0.06%
2,395
-808
247
$97.9K 0.06%
+2,773
248
$97.4K 0.06%
2,695
-53
249
$97.3K 0.06%
1,923
-991
250
$97K 0.06%
508
8 9
10
11 12