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
351
$43.1K 0.03%
605
352
$42.8K 0.03%
96
-8
353
$42.4K 0.03%
1,489
-451
354
$42.4K 0.03%
853
355
$42.3K 0.03%
650
356
$42K 0.03%
1,020
-8
357
$41.8K 0.03%
18,500
358
$41.4K 0.03%
826
359
$40.9K 0.03%
724
360
$40.8K 0.03%
2,170
361
$40.5K 0.03%
+915
362
$40.2K 0.03%
+1,104
363
$40K 0.03%
1,099
-118
364
$39.6K 0.03%
323
365
$39.4K 0.03%
531
-15
366
$39.4K 0.03%
834
367
$38.7K 0.03%
906
+12
368
$38.3K 0.03%
894
369
$38.2K 0.03%
6,590
370
$38K 0.03%
1,290
+20
371
$37.9K 0.03%
1,000
372
$37.9K 0.03%
1,191
+13
373
$37.6K 0.02%
192
+4
374
$37.4K 0.02%
447
-3
375
$37.4K 0.02%
412
13 14
15
16 17