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
426
$29.8K 0.02%
56
+1
427
$29.4K 0.02%
625
-133
428
$29.2K 0.02%
386
429
$28.9K 0.02%
+450
430
$28.7K 0.02%
983
-80
431
$28.6K 0.02%
64
+8
432
$28.3K 0.02%
518
-44
433
$27.8K 0.02%
560
-43
434
$27.7K 0.02%
200
435
$27.4K 0.02%
440
+15
436
$27K 0.02%
+465
437
$26.8K 0.02%
117
438
$26.4K 0.02%
145
439
$26.4K 0.02%
226
-3
440
$26.3K 0.02%
10,000
441
$26.2K 0.02%
1,570
442
$26.1K 0.02%
437
-80
443
$26K 0.02%
153
-1
444
$25.6K 0.02%
77
+4
445
$25.4K 0.02%
+171
446
$25.4K 0.02%
2,000
447
$25.2K 0.02%
+197
448
$25.2K 0.02%
282
449
$25.1K 0.02%
500
450
$25.1K 0.02%
+148
16 17
18
19 20