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
376
$64.9K 0.03%
+1,309
377
$64.7K 0.03%
+491
378
$64.3K 0.03%
+660
379
$64.2K 0.03%
+2,663
380
$64.2K 0.03%
+1,325
381
$64.1K 0.03%
+1,008
382
$63.8K 0.03%
+1,273
383
$63.4K 0.03%
+311
384
$62.5K 0.03%
+293
385
$62.4K 0.03%
+761
386
$61.7K 0.03%
+25
387
$61.2K 0.03%
+659
388
$60.8K 0.03%
+200
389
$60.7K 0.03%
+1,794
390
$60.5K 0.03%
+2,986
391
$60K 0.03%
+1,200
392
$60K 0.03%
+702
393
$59.6K 0.03%
+868
394
$59.5K 0.03%
+3,403
395
$58.7K 0.03%
+999
396
$57.7K 0.03%
+1,145
397
$57.5K 0.03%
+384
398
$57.3K 0.03%
+972
399
$57.2K 0.03%
+204
400
$57.1K 0.03%
+932
14 15
16
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