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
$146M
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$522K
3
+$412K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$398K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$312K

Top Sells

1
+$1.67M
2
+$370K
3
+$338K
4
ASML icon
ASML
ASML
+$319K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$279K

Sector Composition

1 Technology 15.82%
2 Energy 10.14%
3 Financials 9.83%
4 Healthcare 7.53%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$50.5K 0.03%
453
-78
327
$49.7K 0.03%
1,303
328
$49.2K 0.03%
1,063
+27
329
$49.1K 0.03%
540
-886
330
$48.6K 0.03%
2,000
331
$48.1K 0.03%
200
-170
332
$48.1K 0.03%
710
-145
333
$47.9K 0.03%
796
334
$47.4K 0.03%
1,400
335
$46.9K 0.03%
426
-262
336
$46.3K 0.03%
715
+1
337
$45.5K 0.03%
445
338
$45.2K 0.03%
289
-100
339
$45.2K 0.03%
88
-17
340
$44.4K 0.03%
595
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341
$44K 0.03%
1,045
342
$43.8K 0.03%
644
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343
$43.8K 0.03%
1,433
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344
$43.7K 0.03%
+1,004
345
$43.6K 0.03%
874
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346
$43.5K 0.03%
1,704
+600
347
$43.4K 0.03%
+750
348
$42.8K 0.03%
+2,000
349
$42.7K 0.03%
96
350
$42.6K 0.03%
853
12 13
14
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