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
351
$44.7K 0.03%
165
-358
352
$44.6K 0.03%
828
-1,238
353
$44.5K 0.03%
3,000
354
$43.9K 0.03%
144
-164
355
$43.9K 0.03%
393
356
$43.8K 0.03%
+404
357
$43.7K 0.03%
795
-1,223
358
$43.4K 0.03%
2,092
+92
359
$43.2K 0.03%
165
+26
360
$43.1K 0.03%
853
361
$43K 0.03%
826
+27
362
$42.9K 0.03%
1,099
363
$42.6K 0.03%
863
-3,130
364
$42.5K 0.03%
862
+6
365
$42.3K 0.03%
1,790
-1,098
366
$41.8K 0.03%
765
367
$41.8K 0.03%
1,262
-121
368
$41.4K 0.03%
381
+76
369
$41.2K 0.03%
1,272
-2
370
$41.1K 0.03%
395
-3
371
$40.9K 0.03%
950
+5
372
$40.6K 0.02%
1,413
-291
373
$40.6K 0.02%
791
-83
374
$40.1K 0.02%
388
-57
375
$39.8K 0.02%
250
-32
13 14
15
16 17