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
376
$39K 0.02%
750
377
$38.5K 0.02%
1,178
378
$38.4K 0.02%
193
379
$38.2K 0.02%
+282
380
$38.1K 0.02%
228
+5
381
$38K 0.02%
704
-20
382
$37.9K 0.02%
2,093
+7
383
$37.5K 0.02%
1,087
-178
384
$37.5K 0.02%
654
+90
385
$37.3K 0.02%
692
-45
386
$37.3K 0.02%
1,038
+137
387
$37.2K 0.02%
714
+284
388
$36.7K 0.02%
477
-118
389
$36.6K 0.02%
63
+8
390
$36.5K 0.02%
1,000
391
$36.3K 0.02%
1,000
392
$36.3K 0.02%
315
393
$36.2K 0.02%
601
+16
394
$36.2K 0.02%
+208
395
$35.6K 0.02%
483
+2
396
$35.4K 0.02%
168
+20
397
$35.3K 0.02%
490
+33
398
$35.2K 0.02%
241
-11
399
$35.1K 0.02%
+770
400
$34.9K 0.02%
+544
14 15
16
17 18