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
301
$103K 0.05%
+1,656
302
$103K 0.05%
+342
303
$102K 0.05%
+748
304
$102K 0.05%
+778
305
$102K 0.05%
+1,333
306
$101K 0.05%
2,880
-4,113
307
$101K 0.05%
+2,525
308
$99.5K 0.05%
+5,385
309
$95.8K 0.05%
+1,821
310
$94.4K 0.05%
2,492
-5,214
311
$94.2K 0.05%
+3,094
312
$93.1K 0.05%
1,334
-3,266
313
$93K 0.05%
+3,000
314
$92.4K 0.05%
+1,279
315
$91.1K 0.05%
+9,006
316
$90.6K 0.05%
+1,084
317
$90.5K 0.05%
+993
318
$90.1K 0.05%
+1,074
319
$89.4K 0.05%
+1,422
320
$89.3K 0.05%
+1,072
321
$89.1K 0.05%
+889
322
$89K 0.05%
+2,980
323
$88.5K 0.05%
+3,956
324
$88.2K 0.05%
+7,893
325
$87.9K 0.05%
+1,180
11 12
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