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
276
$73.1K 0.05%
130
+57
277
$72.1K 0.05%
882
-2,235
278
$71.2K 0.05%
1,527
-5
279
$71.2K 0.05%
1,020
+324
280
$71.1K 0.05%
987
+3
281
$70.9K 0.05%
364
282
$70.8K 0.05%
+301
283
$70.1K 0.05%
832
-73
284
$69.1K 0.05%
3,000
285
$68.5K 0.05%
986
+89
286
$68.3K 0.05%
635
287
$67.2K 0.04%
803
+32
288
$65.4K 0.04%
2,988
+2
289
$65.2K 0.04%
+609
290
$64.6K 0.04%
286
-44
291
$64.6K 0.04%
1,187
+128
292
$63.8K 0.04%
389
293
$63.7K 0.04%
1,788
294
$63.4K 0.04%
337
+2
295
$63.1K 0.04%
625
-1,832
296
$62.7K 0.04%
1,767
+10
297
$62.6K 0.04%
319
+27
298
$62.6K 0.04%
905
299
$62.5K 0.04%
2,920
300
$61.9K 0.04%
818
10 11
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