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
426
$48.3K 0.03%
+642
427
$48.3K 0.03%
+796
428
$48.1K 0.03%
+628
429
$47.9K 0.03%
+362
430
$47.8K 0.03%
10,301
-21,285
431
$47.4K 0.03%
+1,366
432
$47.4K 0.03%
+373
433
$47.1K 0.02%
+1,433
434
$46.9K 0.02%
+312
435
$46.8K 0.02%
+2,018
436
$46.7K 0.02%
+684
437
$46.7K 0.02%
+1,898
438
$46.4K 0.02%
+149
439
$46.3K 0.02%
+248
440
$46.3K 0.02%
+905
441
$46.3K 0.02%
+399
442
$45.8K 0.02%
+1,500
443
$45.7K 0.02%
+276
444
$45.6K 0.02%
+512
445
$45.6K 0.02%
+10,000
446
$44.9K 0.02%
+2,165
447
$44.9K 0.02%
+785
448
$44.8K 0.02%
+400
449
$44.7K 0.02%
+765
450
$44.6K 0.02%
135
-4,310