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
$149M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$385K
2
+$364K
3
+$307K
4
NTR icon
Nutrien
NTR
+$295K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$260K

Top Sells

1
+$1.75M
2
+$1.58M
3
+$1.57M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.35M

Sector Composition

1 Technology 15.92%
2 Financials 10.26%
3 Energy 9.55%
4 Healthcare 8.07%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$28.7K 0.02%
764
-852
427
$28.7K 0.02%
+425
428
$27.6K 0.02%
637
-118
429
$27.6K 0.02%
+1,091
430
$27.3K 0.02%
775
-166
431
$27.2K 0.02%
56
-165
432
$27.1K 0.02%
10,000
433
$26.3K 0.02%
200
434
$26.2K 0.02%
124
-187
435
$25.9K 0.02%
65
-2
436
$25.9K 0.02%
+1,200
437
$25.8K 0.02%
+645
438
$25.7K 0.02%
386
-251
439
$25.5K 0.02%
603
-324
440
$25.5K 0.02%
51
-25
441
$25.2K 0.02%
+200
442
$25.1K 0.02%
500
-700
443
$24.9K 0.02%
+2,000
444
$24.8K 0.02%
389
-1
445
$24.5K 0.02%
449
-2,383
446
$24.4K 0.02%
100
-1,501
447
$24.3K 0.02%
1,570
-50
448
$24K 0.02%
282
-42
449
$23.6K 0.02%
+55
450
$23.6K 0.02%
155
-4
16 17
18
19 20