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
301
$60.8K 0.04%
1,294
-657
302
$60.2K 0.04%
260
-90
303
$59K 0.04%
+3,826
304
$58.7K 0.04%
493
+40
305
$58.6K 0.04%
2,000
306
$57.9K 0.04%
324
307
$57.7K 0.04%
746
-154
308
$57.7K 0.04%
558
+18
309
$57.2K 0.04%
1,000
310
$57.1K 0.04%
1,543
-18
311
$57K 0.04%
337
-5
312
$56.6K 0.03%
391
+43
313
$56.3K 0.03%
1,401
+26
314
$56.2K 0.03%
193
+1
315
$55.7K 0.03%
773
+7
316
$55.4K 0.03%
1,450
+17
317
$55K 0.03%
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-245
318
$54.9K 0.03%
2,442
-22
319
$54.5K 0.03%
420
320
$54.2K 0.03%
635
-9
321
$53.6K 0.03%
1,165
+161
322
$53.6K 0.03%
417
-9
323
$53.4K 0.03%
1,070
+7
324
$52K 0.03%
796
325
$51.9K 0.03%
33
+5
11 12
13
14 15