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
326
$86.7K 0.05%
+2,510
327
$85.2K 0.04%
+1,044
328
$84.3K 0.04%
+598
329
$82.8K 0.04%
+2,196
330
$82.7K 0.04%
+259
331
$82.7K 0.04%
+1,086
332
$82.6K 0.04%
+499
333
$82.5K 0.04%
+1,587
334
$82.5K 0.04%
+1,088
335
$81.3K 0.04%
+475
336
$81.1K 0.04%
+719
337
$80.8K 0.04%
+812
338
$79.9K 0.04%
+739
339
$79.7K 0.04%
+372
340
$79.6K 0.04%
+2,301
341
$79.3K 0.04%
+751
342
$79K 0.04%
+203
343
$78.6K 0.04%
+632
344
$78.4K 0.04%
+448
345
$78.1K 0.04%
+1,681
346
$76.6K 0.04%
+2,276
347
$76.5K 0.04%
+177
348
$75.5K 0.04%
+2,655
349
$75.3K 0.04%
+672
350
$75.3K 0.04%
+419
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