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
$187M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$858K
3
+$599K
4
CSCO icon
Cisco
CSCO
+$577K
5
FCX icon
Freeport-McMoran
FCX
+$566K

Top Sells

1
+$1.42M
2
+$998K
3
+$919K
4
AAPL icon
Apple
AAPL
+$903K
5
CVS icon
CVS Health
CVS
+$573K

Sector Composition

1 Technology 13.18%
2 Financials 10.81%
3 Healthcare 9.95%
4 Energy 8.93%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$141K 0.07%
+70
252
$141K 0.07%
+1,405
253
$140K 0.07%
+1,777
254
$139K 0.07%
+877
255
$138K 0.07%
+253
256
$137K 0.07%
+2,024
257
$136K 0.07%
1,235
-4,017
258
$135K 0.07%
+928
259
$134K 0.07%
+2,712
260
$131K 0.07%
+2,656
261
$131K 0.07%
155
-156
262
$131K 0.07%
+373
263
$131K 0.07%
+751
264
$130K 0.07%
2,147
-1,860
265
$128K 0.07%
897
-831
266
$127K 0.07%
+6,273
267
$127K 0.07%
397
-471
268
$126K 0.07%
+624
269
$126K 0.07%
+2,706
270
$125K 0.07%
1,936
-1,458
271
$125K 0.07%
+730
272
$124K 0.07%
+2,223
273
$123K 0.06%
+1,820
274
$123K 0.06%
1,152
-1,371
275
$122K 0.06%
+1,161
9 10
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