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
$163M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$923K
3
+$531K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$529K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$481K

Top Sells

1
+$653K
2
+$442K
3
+$425K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$384K
5
APD icon
Air Products & Chemicals
APD
+$365K

Sector Composition

1 Technology 16.76%
2 Financials 9.81%
3 Energy 8.13%
4 Healthcare 6.98%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$96.3K 0.06%
480
252
$94.1K 0.06%
+6,042
253
$89K 0.05%
604
-235
254
$89K 0.05%
126
-3
255
$88.8K 0.05%
391
-2
256
$88.7K 0.05%
1,147
+14
257
$88.7K 0.05%
25
-1
258
$87.1K 0.05%
907
-651
259
$87K 0.05%
1,587
260
$86.9K 0.05%
1,000
261
$86K 0.05%
1,043
+85
262
$84.1K 0.05%
1,249
+539
263
$83.9K 0.05%
308
-30
264
$83.6K 0.05%
1,320
-30
265
$82.4K 0.05%
429
-180
266
$82K 0.05%
1,333
267
$82K 0.05%
264
-3
268
$81.8K 0.05%
703
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269
$80.9K 0.05%
2,515
-183
270
$79.9K 0.05%
6,556
+708
271
$79.6K 0.05%
1,007
+7
272
$79.6K 0.05%
+2,035
273
$79.2K 0.05%
399
+44
274
$78.5K 0.05%
620
+110
275
$76.2K 0.05%
748
+15
9 10
11
12 13