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
276
$71.8K 0.05%
364
-69
277
$71.2K 0.05%
3,600
+212
278
$71.2K 0.05%
226
-473
279
$70K 0.05%
635
-517
280
$69.3K 0.05%
3,000
281
$68.6K 0.05%
984
-104
282
$68.5K 0.05%
52
-103
283
$68.5K 0.05%
657
-1,201
284
$67.9K 0.05%
1,757
+21
285
$67.8K 0.05%
771
-634
286
$67.1K 0.04%
1,940
-24
287
$66.6K 0.04%
500
288
$66.6K 0.04%
1,236
+300
289
$66.2K 0.04%
+197
290
$65K 0.04%
934
-2,834
291
$63.6K 0.04%
1,788
-1,092
292
$63.3K 0.04%
897
-111
293
$63.3K 0.04%
330
-58
294
$63.3K 0.04%
10,000
295
$63K 0.04%
1,863
+207
296
$62.6K 0.04%
2,986
297
$62.4K 0.04%
818
-12,727
298
$61.9K 0.04%
1,500
299
$61.1K 0.04%
481
-3,643
300
$60.7K 0.04%
201
-3
10 11
12
13 14