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
376
$38.9K 0.03%
253
-166
377
$38.7K 0.03%
2,086
378
$38.1K 0.03%
1,255
+546
379
$38K 0.03%
670
-112
380
$37.8K 0.03%
6,590
381
$37.8K 0.03%
412
382
$37.4K 0.02%
758
-23
383
$37.4K 0.02%
729
-1,983
384
$36.9K 0.02%
188
-778
385
$36.9K 0.02%
471
+149
386
$36.7K 0.02%
1,192
-95
387
$36K 0.02%
141
-131
388
$35.3K 0.02%
556
-1,100
389
$35K 0.02%
168
-80
390
$34.3K 0.02%
1,270
-128
391
$34.2K 0.02%
450
+11
392
$33.9K 0.02%
73
-17
393
$33.9K 0.02%
1,000
394
$33.8K 0.02%
139
-917
395
$33.5K 0.02%
384
+47
396
$33.4K 0.02%
894
-353
397
$33K 0.02%
197
+68
398
$32.8K 0.02%
599
-173
399
$32.8K 0.02%
1,028
-766
400
$32.8K 0.02%
145
-593
14 15
16
17 18