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
376
$37.2K 0.02%
1,126
-472
377
$37K 0.02%
456
-671
378
$36.9K 0.02%
1,178
-14
379
$36.9K 0.02%
729
380
$36.8K 0.02%
615
-22
381
$36.6K 0.02%
628
-42
382
$36.4K 0.02%
268
+37
383
$36.3K 0.02%
413
-11
384
$36.1K 0.02%
487
+73
385
$36K 0.02%
244
-4
386
$35.9K 0.02%
271
-4
387
$35.8K 0.02%
+315
388
$35.4K 0.02%
+472
389
$35.3K 0.02%
2,086
390
$35.3K 0.02%
393
+20
391
$35.1K 0.02%
388
+4
392
$34.9K 0.02%
+3,000
393
$34.8K 0.02%
139
394
$34.7K 0.02%
643
-190
395
$34.7K 0.02%
765
396
$34.6K 0.02%
1,353
397
$34.6K 0.02%
180
398
$34.4K 0.02%
1,000
399
$34.4K 0.02%
520
400
$34.3K 0.02%
1,351
+260
14 15
16
17 18