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
401
$34.9K 0.02%
480
+53
402
$34.6K 0.02%
894
-33
403
$34.6K 0.02%
1,059
-129
404
$34.4K 0.02%
302
+5
405
$34.2K 0.02%
946
-165
406
$33.7K 0.02%
803
+2
407
$33.7K 0.02%
1,290
-61
408
$33.5K 0.02%
6,590
409
$33.3K 0.02%
159
+2
410
$33.1K 0.02%
57
+9
411
$33K 0.02%
509
-11
412
$32.8K 0.02%
246
-18
413
$32.6K 0.02%
900
414
$32.5K 0.02%
+531
415
$32.4K 0.02%
1,048
+5
416
$32.2K 0.02%
401
-586
417
$30.7K 0.02%
162
+6
418
$30.6K 0.02%
512
-1
419
$30.6K 0.02%
600
420
$30.2K 0.02%
102
-9
421
$30.1K 0.02%
138
422
$30.1K 0.02%
486
+26
423
$29.8K 0.02%
380
-40
424
$29.3K 0.02%
+348
425
$29.1K 0.02%
112
+11
15 16
17
18 19