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
326
$50.2K 0.03%
714
-220
327
$50.1K 0.03%
349
+26
328
$49.4K 0.03%
796
329
$49.4K 0.03%
1,045
330
$49.4K 0.03%
958
-1
331
$49.3K 0.03%
105
-1
332
$49.2K 0.03%
144
+3
333
$49K 0.03%
1,445
+12
334
$48.5K 0.03%
2,000
335
$48.4K 0.03%
384
-97
336
$48.2K 0.03%
1,036
-150
337
$48K 0.03%
429
338
$47.8K 0.03%
183
-3
339
$47.4K 0.03%
40
-12
340
$46.5K 0.03%
1,205
-27
341
$46.4K 0.03%
711
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342
$45.9K 0.03%
762
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343
$45K 0.03%
1,168
+13
344
$45K 0.03%
+863
345
$44.7K 0.03%
409
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346
$44.5K 0.03%
776
-8
347
$44.3K 0.03%
1,140
+495
348
$43.5K 0.03%
491
-471
349
$43.3K 0.03%
445
350
$43.2K 0.03%
552
12 13
14
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