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
426
$28.9K 0.02%
200
427
$28.5K 0.02%
510
-50
428
$28.4K 0.02%
593
+45
429
$28.4K 0.02%
140
430
$28.4K 0.02%
404
+3
431
$28.1K 0.02%
55
432
$27.9K 0.02%
282
433
$27.8K 0.02%
1,390
-780
434
$27.6K 0.02%
1,200
-1,720
435
$27.4K 0.02%
15,000
-38,000
436
$27.4K 0.02%
212
+9
437
$27.2K 0.02%
200
-1
438
$27.2K 0.02%
+145
439
$27.1K 0.02%
396
440
$27K 0.02%
+701
441
$26.8K 0.02%
164
-218
442
$26.2K 0.02%
+425
443
$26.1K 0.02%
+718
444
$26.1K 0.02%
47
-6
445
$25.9K 0.02%
165
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446
$25.4K 0.02%
443
-1
447
$25.3K 0.02%
10,000
448
$25.2K 0.02%
500
449
$25.2K 0.02%
+402
450
$25K 0.02%
1,006
-330
16 17
18
19 20