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
401
$31.9K 0.02%
+1,358
402
$31.7K 0.02%
+280
403
$31.7K 0.02%
585
-30
404
$31.4K 0.02%
457
-30
405
$31K 0.02%
+801
406
$30.5K 0.02%
+877
407
$30.5K 0.02%
248
+4
408
$30.4K 0.02%
560
+25
409
$30.4K 0.02%
2,086
410
$30.3K 0.02%
111
-12
411
$30.1K 0.02%
297
+91
412
$30K 0.02%
1,351
-138
413
$29.7K 0.02%
901
-267
414
$29.7K 0.02%
156
-181
415
$29.7K 0.02%
438
-273
416
$29.6K 0.02%
264
+70
417
$29.6K 0.02%
143
-23
418
$29.5K 0.02%
+193
419
$29.4K 0.02%
+1,600
420
$29.2K 0.02%
305
-454
421
$29K 0.02%
157
-1
422
$28.6K 0.02%
140
-386
423
$28.4K 0.02%
564
424
$28.1K 0.02%
2,000
425
$28K 0.02%
548
-228
15 16
17
18 19