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
$149M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$385K
2
+$364K
3
+$307K
4
NTR icon
Nutrien
NTR
+$295K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$260K

Top Sells

1
+$1.75M
2
+$1.58M
3
+$1.57M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.35M

Sector Composition

1 Technology 15.92%
2 Financials 10.26%
3 Energy 9.55%
4 Healthcare 8.07%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$82.8K 0.06%
372
-2,690
252
$82.3K 0.05%
905
-1,514
253
$82.3K 0.05%
751
-410
254
$81.7K 0.05%
710
-600
255
$80.9K 0.05%
1,587
256
$80.5K 0.05%
962
+56
257
$78.6K 0.05%
3,279
+1,381
258
$78.5K 0.05%
6,229
-8,703
259
$77.8K 0.05%
1,134
-900
260
$77.8K 0.05%
265
-363
261
$76.5K 0.05%
766
-568
262
$76.3K 0.05%
603
-112
263
$76.1K 0.05%
2,666
+11
264
$75.6K 0.05%
360
-86
265
$75.3K 0.05%
169
-34
266
$74.7K 0.05%
1,320
-600
267
$73.6K 0.05%
1,351
-470
268
$73.4K 0.05%
1,638
-3,062
269
$73K 0.05%
367
-934
270
$72.8K 0.05%
186
-12
271
$72.6K 0.05%
423
-25
272
$72.4K 0.05%
992
273
$72.2K 0.05%
1,532
-149
274
$72K 0.05%
586
-74
275
$72K 0.05%
292
-483
9 10
11
12 13