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
351
$75K 0.04%
+1,353
352
$75K 0.04%
+492
353
$74.4K 0.04%
+160
354
$73.8K 0.04%
+730
355
$73.8K 0.04%
+715
356
$73.4K 0.04%
+1,964
357
$73.2K 0.04%
+411
358
$72.9K 0.04%
+1,215
359
$72.9K 0.04%
+992
360
$72.6K 0.04%
+3,500
361
$72.2K 0.04%
+272
362
$71.9K 0.04%
+906
363
$71.6K 0.04%
+446
364
$71K 0.04%
+433
365
$70.8K 0.04%
+1,320
366
$70.7K 0.04%
+1,736
367
$70K 0.04%
+3,050
368
$69.7K 0.04%
+493
369
$69.3K 0.04%
+541
370
$68.5K 0.04%
+388
371
$67.3K 0.04%
+3,388
372
$67.1K 0.04%
+734
373
$66.8K 0.04%
+1,531
374
$66.5K 0.04%
+2,027
375
$65.8K 0.03%
+356
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