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
401
$56.7K 0.03%
+1,000
402
$55.6K 0.03%
10,000
403
$55.2K 0.03%
+198
404
$55.1K 0.03%
+1,379
405
$55K 0.03%
+1,699
406
$54.8K 0.03%
+5,000
407
$54.5K 0.03%
+590
408
$53.9K 0.03%
+2,920
409
$53.7K 0.03%
+1,118
410
$53.3K 0.03%
+1,400
411
$52.6K 0.03%
+936
412
$52.1K 0.03%
+1,184
413
$51.7K 0.03%
+762
414
$51.5K 0.03%
+1,247
415
$51.3K 0.03%
+982
416
$50.8K 0.03%
+99
417
$50.7K 0.03%
+439
418
$50.2K 0.03%
+1,656
419
$50K 0.03%
+1,353
420
$49.9K 0.03%
+485
421
$49.8K 0.03%
+1,105
422
$49.6K 0.03%
+908
423
$49.2K 0.03%
+1,616
424
$49.2K 0.03%
+764
425
$48.8K 0.03%
+1,191