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
$151M
AUM Growth
+$2.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$497K
2
+$412K
3
+$351K
4
APD icon
Air Products & Chemicals
APD
+$339K
5
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$338K

Top Sells

1
+$1.78M
2
+$1.32M
3
+$1.05M
4
VLO icon
Valero Energy
VLO
+$854K
5
MSFT icon
Microsoft
MSFT
+$803K

Sector Composition

1 Technology 17.47%
2 Financials 10.07%
3 Energy 8.54%
4 Healthcare 7.83%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$86.6K 0.06%
627
-173
252
$86.4K 0.06%
1,354
+220
253
$85K 0.06%
1,335
+15
254
$83.8K 0.06%
759
-32
255
$83.7K 0.06%
357
-3
256
$83.5K 0.06%
578
-8
257
$83.2K 0.05%
370
+3
258
$82.8K 0.05%
710
259
$81.9K 0.05%
472
-2
260
$81.3K 0.05%
370
-2
261
$81.2K 0.05%
266
-60
262
$80.4K 0.05%
929
+423
263
$79.7K 0.05%
174
+5
264
$79.3K 0.05%
1,587
265
$78.5K 0.05%
269
+68
266
$78.1K 0.05%
1,351
267
$77.8K 0.05%
688
+31
268
$77.1K 0.05%
219
-7
269
$77K 0.05%
420
-80
270
$76.8K 0.05%
2,668
+2
271
$76.1K 0.05%
1,000
+8
272
$75.7K 0.05%
3,326
+479
273
$73.6K 0.05%
773
-246
274
$73.5K 0.05%
+1,122
275
$73.3K 0.05%
536
-67
9 10
11
12 13