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
451
$44.4K 0.02%
+342
452
$44.3K 0.02%
+951
453
$44.2K 0.02%
+279
454
$43.8K 0.02%
+517
455
$43.6K 0.02%
+1,735
456
$43.3K 0.02%
+2,840
457
$42.7K 0.02%
+728
458
$42.5K 0.02%
+411
459
$42.5K 0.02%
+144
460
$42.4K 0.02%
940
-5,425
461
$42.3K 0.02%
+243
462
$42K 0.02%
+853
463
$41.8K 0.02%
+795
464
$41.8K 0.02%
+782
465
$41.4K 0.02%
+439
466
$41.1K 0.02%
+592
467
$41K 0.02%
+237
468
$40.9K 0.02%
+894
469
$40.4K 0.02%
+323
470
$40.1K 0.02%
+586
471
$40K 0.02%
+1,473
472
$39.7K 0.02%
+500
473
$39.6K 0.02%
+412
474
$39.2K 0.02%
+650
475
$39K 0.02%
+552