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
376
$36.4K 0.02%
252
-67
377
$36.1K 0.02%
1,000
378
$35.7K 0.02%
879
-141
379
$35.7K 0.02%
335
-14
380
$35.5K 0.02%
28
-12
381
$35.5K 0.02%
1,453
+100
382
$35.4K 0.02%
1,178
383
$35.1K 0.02%
724
384
$35K 0.02%
927
-245
385
$34.8K 0.02%
1,274
-16
386
$34.8K 0.02%
403
-44
387
$34.7K 0.02%
1,016
-124
388
$34.6K 0.02%
398
-227
389
$34.6K 0.02%
765
390
$34K 0.02%
1,188
-17
391
$33.8K 0.02%
6,590
392
$33.3K 0.02%
513
393
$33.1K 0.02%
+660
394
$33.1K 0.02%
600
-50
395
$32.8K 0.02%
929
+35
396
$32.6K 0.02%
481
+40
397
$32K 0.02%
1,265
-929
398
$32K 0.02%
1,000
399
$32K 0.02%
139
400
$32K 0.02%
1,053
14 15
16
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