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
326
$51.8K 0.03%
545
-35
327
$51.6K 0.03%
1,035
-10
328
$51.3K 0.03%
220
+20
329
$51K 0.03%
89
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330
$50.9K 0.03%
1,400
331
$50.8K 0.03%
1,068
-38
332
$50.3K 0.03%
718
+3
333
$49.8K 0.03%
286
-3
334
$49.2K 0.03%
505
-18
335
$48.8K 0.03%
372
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336
$48.3K 0.03%
954
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337
$48.2K 0.03%
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338
$48.1K 0.03%
10,000
339
$47.9K 0.03%
142
+8
340
$47.3K 0.03%
333
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$47K 0.03%
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$47K 0.03%
244
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$46.5K 0.03%
552
344
$46.5K 0.03%
2,525
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345
$46.4K 0.03%
489
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346
$45.8K 0.03%
605
347
$45.7K 0.03%
+6,759
348
$45.6K 0.03%
1,453
349
$45.1K 0.03%
823
-695
350
$44.7K 0.03%
412
12 13
14
15 16