RFA
Resurgent Financial Advisors Portfolio holdings
AUM
$274M
1-Year Est. Return
21.5%
This Fund
S&P 500
1 Year Est. Return
+21.5%
AUM
$199M
AUM Growth
-$4.32M
(-2.1%)
Holding
229
Top Buys
| 1 | +$495K | |
| 2 | +$478K | |
| 3 | +$469K | |
| 4 |
Bank of America
BAC
|
+$404K |
| 5 |
Altria Group
MO
|
+$386K |
Top Sells
| 1 | +$1.45M | |
| 2 | +$1.27M | |
| 3 | +$1.1M | |
| 4 |
Microsoft
MSFT
|
+$1.04M |
| 5 |
Brookfield Asset Management
BAM
|
+$859K |
Sector Composition
| 1 | Technology | 16.34% |
| 2 | Financials | 10.67% |
| 3 | Energy | 5.92% |
| 4 | Healthcare | 5.34% |
| 5 | Communication Services | 4.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
iShares Core MSCI EAFE ETF
IEFA
$183B
| – | – |
-2,686
|
|
||
227
EOG Resources
EOG
$71.9B
| – | – |
-1,893
|
|
||
|
228
Brookfield Asset Management
BAM
$76.4B
| – | – |
-15,087
|
|
||
229
AvalonBay Communities
AVB
$25.9B
| – | – |
-1,120
|
|