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
426
$28K 0.02%
315
427
$28K 0.02%
427
-40
428
$27.8K 0.02%
223
-45
429
$27.6K 0.02%
201
+4
430
$27.5K 0.02%
520
431
$27.3K 0.02%
552
-90
432
$27.1K 0.02%
55
-1
433
$27K 0.02%
+138
434
$27K 0.02%
200
435
$26.8K 0.02%
500
-143
436
$26.7K 0.02%
185
-3
437
$26.4K 0.02%
1,591
+298
438
$26.3K 0.02%
420
-30
439
$26.3K 0.02%
460
+20
440
$25.8K 0.02%
148
-44
441
$25.7K 0.02%
1,043
442
$25.5K 0.02%
519
-3
443
$25.5K 0.02%
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444
$25.4K 0.02%
282
445
$25.2K 0.02%
500
446
$25.1K 0.02%
430
-194
447
$25K 0.02%
1,030
-540
448
$24.8K 0.02%
554
-71
449
$24.4K 0.02%
735
450
$24K 0.02%
795
16 17
18
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