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
$149M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$385K
2
+$364K
3
+$307K
4
NTR icon
Nutrien
NTR
+$295K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$260K

Top Sells

1
+$1.75M
2
+$1.58M
3
+$1.57M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.35M

Sector Composition

1 Technology 15.92%
2 Financials 10.26%
3 Energy 9.55%
4 Healthcare 8.07%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$43K 0.03%
705
-80
352
$42.5K 0.03%
1,178
+390
353
$42.4K 0.03%
3,790
-9,682
354
$42.4K 0.03%
816
-329
355
$42.4K 0.03%
1,155
-1,121
356
$42.3K 0.03%
853
357
$42.2K 0.03%
546
-1,727
358
$41.7K 0.03%
+826
359
$41.7K 0.03%
1,433
360
$41.5K 0.03%
1,353
361
$41.3K 0.03%
650
-78
362
$41.2K 0.03%
104
-194
363
$40.7K 0.03%
552
364
$40.5K 0.03%
1,473
365
$40K 0.03%
1,140
-239
366
$40K 0.03%
323
367
$39.7K 0.03%
2,170
-3,215
368
$39.6K 0.03%
1,000
369
$39.5K 0.03%
894
370
$39.4K 0.03%
520
-108
371
$39.3K 0.03%
275
-67
372
$39.1K 0.03%
605
373
$39.1K 0.03%
724
-71
374
$39K 0.03%
248
-31
375
$39K 0.03%
834
+8
13 14
15
16 17