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
301
$61.7K 0.04%
978
+34
302
$61.7K 0.04%
355
-252
303
$61.3K 0.04%
555
304
$61.2K 0.04%
855
-467
305
$59.8K 0.04%
24
306
$59.5K 0.04%
1,500
307
$59.4K 0.04%
1,303
-335
308
$59.1K 0.04%
442
+73
309
$58.7K 0.04%
424
+25
310
$58.6K 0.04%
+565
311
$57.9K 0.04%
531
+6
312
$57.5K 0.04%
2,194
+45
313
$57K 0.04%
286
+50
314
$56.6K 0.04%
362
-1
315
$56.3K 0.04%
807
+62
316
$56K 0.04%
1,000
317
$55.8K 0.04%
781
-32
318
$54K 0.04%
1,365
319
$53.7K 0.04%
1,102
-134
320
$53.4K 0.04%
1,172
+9
321
$52.3K 0.03%
569
-77
322
$51.5K 0.03%
10,000
323
$51.3K 0.03%
1,400
324
$51.3K 0.03%
908
325
$51.2K 0.03%
406
11 12
13
14 15