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
401
$34K 0.02%
166
-2
402
$33.7K 0.02%
379
403
$33.5K 0.02%
642
-174
404
$33.2K 0.02%
556
405
$33.1K 0.02%
+1,053
406
$33K 0.02%
564
+30
407
$32.8K 0.02%
158
+52
408
$32.8K 0.02%
462
-9
409
$32.7K 0.02%
562
+3
410
$32.4K 0.02%
164
-2
411
$32.2K 0.02%
199
+1
412
$32K 0.02%
66
+1
413
$31.9K 0.02%
900
-350
414
$31.8K 0.02%
188
-9
415
$31.6K 0.02%
535
416
$31.5K 0.02%
2,919
-871
417
$31.3K 0.02%
463
418
$31.2K 0.02%
586
-13
419
$30.8K 0.02%
+441
420
$30.7K 0.02%
624
-15
421
$30.4K 0.02%
467
-38
422
$30.3K 0.02%
123
-12
423
$30.3K 0.02%
525
-295
424
$30.2K 0.02%
513
+5
425
$30K 0.02%
795
15 16
17
18 19