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
276
$70.1K 0.05%
1,934
+146
277
$70K 0.05%
987
278
$69.7K 0.05%
1,089
-86
279
$68.9K 0.05%
350
-20
280
$68.5K 0.05%
420
281
$67.5K 0.05%
858
-24
282
$67.2K 0.05%
246
-20
283
$67K 0.05%
1,202
-149
284
$66.3K 0.05%
900
+428
285
$64.7K 0.04%
733
+320
286
$64.6K 0.04%
498
-141
287
$63K 0.04%
487
-49
288
$62.6K 0.04%
+656
289
$62.3K 0.04%
192
-166
290
$62.2K 0.04%
355
-9
291
$61.8K 0.04%
905
292
$61.5K 0.04%
609
293
$61K 0.04%
819
+46
294
$60.9K 0.04%
962
-24
295
$60.3K 0.04%
2,920
296
$60.3K 0.04%
+1,902
297
$59.9K 0.04%
1,500
298
$59.8K 0.04%
2,888
-100
299
$59.2K 0.04%
348
+247
300
$58.9K 0.04%
555
10 11
12
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