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
351
$42.3K 0.03%
2,170
352
$41.9K 0.03%
402
+196
353
$41.9K 0.03%
906
-196
354
$41.9K 0.03%
379
-410
355
$41.2K 0.03%
552
356
$40.6K 0.03%
491
357
$40.5K 0.03%
605
358
$39.4K 0.03%
1,111
-80
359
$39.3K 0.03%
282
+11
360
$39.2K 0.03%
134
-10
361
$39.1K 0.03%
10,000
362
$39.1K 0.03%
856
+22
363
$38.9K 0.03%
799
+70
364
$38.5K 0.03%
1,099
365
$38.4K 0.03%
945
+30
366
$37.9K 0.03%
900
367
$37.5K 0.03%
412
368
$37.3K 0.03%
737
-25
369
$37.3K 0.03%
393
370
$37.1K 0.03%
323
371
$37.1K 0.03%
+1,383
372
$36.9K 0.03%
+481
373
$36.9K 0.03%
380
-29
374
$36.5K 0.02%
627
+165
375
$36.5K 0.02%
3,000
13 14
15
16 17