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
276
$75.2K 0.05%
2,000
-601
277
$74.2K 0.05%
904
-927
278
$73.4K 0.05%
491
-7
279
$73.4K 0.05%
905
280
$73.1K 0.04%
244
-2
281
$71.7K 0.04%
1,934
282
$70.8K 0.04%
1,150
-52
283
$69K 0.04%
+1,321
284
$68.3K 0.04%
469
-4
285
$68.1K 0.04%
1,436
-2,430
286
$67.9K 0.04%
439
-48
287
$67.7K 0.04%
+1,247
288
$67.5K 0.04%
944
-18
289
$66.1K 0.04%
427
290
$63.9K 0.04%
802
+1
291
$63.7K 0.04%
697
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292
$63.4K 0.04%
409
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293
$63.2K 0.04%
1,125
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294
$62.9K 0.04%
449
-4
295
$62.2K 0.04%
+808
296
$61.9K 0.04%
566
+22
297
$61.8K 0.04%
898
-1,176
298
$61.7K 0.04%
713
-106
299
$61.6K 0.04%
320
-7
300
$61.1K 0.04%
286
10 11
12
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