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
$146M
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$522K
3
+$412K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$398K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$312K

Top Sells

1
+$1.67M
2
+$370K
3
+$338K
4
ASML icon
ASML
ASML
+$319K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$279K

Sector Composition

1 Technology 15.82%
2 Energy 10.14%
3 Financials 9.83%
4 Healthcare 7.53%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$82.1K 0.06%
627
+203
252
$82.1K 0.06%
236
+17
253
$81.8K 0.06%
1,350
+15
254
$81.4K 0.06%
3,682
+2,724
255
$81.2K 0.06%
308
+39
256
$80.2K 0.05%
26
-29
257
$79.4K 0.05%
393
-30
258
$79.2K 0.05%
338
-19
259
$78.3K 0.05%
1,518
+932
260
$78.2K 0.05%
408
-4
261
$76.5K 0.05%
633
+6
262
$76.3K 0.05%
267
+3
263
$76.1K 0.05%
3,000
264
$76.1K 0.05%
2,698
+30
265
$75.5K 0.05%
+385
266
$75.3K 0.05%
53,000
+34,500
267
$74.4K 0.05%
1,000
-182
268
$73.8K 0.05%
1,158
+36
269
$73.5K 0.05%
958
-62
270
$72.6K 0.05%
5,848
-202
271
$72.1K 0.05%
1,587
272
$72.1K 0.05%
129
-1
273
$72K 0.05%
3,614
+288
274
$70.6K 0.05%
473
+1
275
$70.3K 0.05%
310
+9
9 10
11
12 13