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
301
$60.7K 0.04%
646
-2,652
302
$60.6K 0.04%
555
+70
303
$60.1K 0.04%
389
-102
304
$59.3K 0.04%
106
-54
305
$59.1K 0.04%
399
306
$59K 0.04%
24
-1
307
$58.3K 0.04%
813
-55
308
$58.2K 0.04%
525
-321
309
$57.7K 0.04%
2,920
310
$57.6K 0.04%
1,598
+67
311
$57.6K 0.04%
908
312
$57.2K 0.04%
2,149
+122
313
$57K 0.04%
944
-1,124
314
$56.6K 0.04%
1,059
-214
315
$55.8K 0.04%
335
-164
316
$55.2K 0.04%
905
317
$55.1K 0.04%
2,847
+466
318
$54.6K 0.04%
1,000
319
$54.3K 0.04%
1,186
+2
320
$53.8K 0.04%
1,365
-1,127
321
$53.5K 0.04%
399
-365
322
$52.2K 0.03%
1,400
323
$52K 0.03%
363
+1
324
$50.5K 0.03%
745
-19
325
$50.5K 0.03%
550
-184
11 12
13
14 15