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
276
$122K 0.06%
+755
277
$119K 0.06%
+624
278
$118K 0.06%
2,632
-1,216
279
$116K 0.06%
+618
280
$116K 0.06%
+789
281
$116K 0.06%
+1,024
282
$116K 0.06%
+1,496
283
$115K 0.06%
+778
284
$115K 0.06%
+846
285
$114K 0.06%
+1,128
286
$114K 0.06%
+256
287
$113K 0.06%
+221
288
$113K 0.06%
+207
289
$112K 0.06%
+1,064
290
$111K 0.06%
+5,386
291
$108K 0.06%
+1,920
292
$107K 0.06%
+1,321
293
$106K 0.06%
+298
294
$106K 0.06%
+7,608
295
$105K 0.06%
+437
296
$103K 0.05%
+5,020
297
$103K 0.05%
+2,068
298
$103K 0.05%
3,041
-2,204
299
$103K 0.05%
+764
300
$103K 0.05%
+5,689
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