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
451
$25.1K 0.02%
50
-1
452
$25K 0.02%
206
-47
453
$25K 0.02%
+77
454
$24.9K 0.02%
+522
455
$24.8K 0.02%
325
-64
456
$24.8K 0.02%
99
-10
457
$24.7K 0.02%
787
-179
458
$24.7K 0.02%
449
459
$24.5K 0.02%
202
+19
460
$23.9K 0.02%
1,151
-48
461
$23.8K 0.02%
1,200
462
$23.8K 0.02%
194
-52
463
$23.8K 0.02%
400
464
$23.8K 0.02%
44
465
$23.7K 0.02%
333
466
$23.5K 0.02%
159
+4
467
$23.5K 0.02%
+250
468
$23.1K 0.02%
+412
469
$22.9K 0.02%
684
+11
470
$22.8K 0.02%
630
+14
471
$22.8K 0.02%
+867
472
$22.8K 0.02%
194
-7,283
473
$22.7K 0.02%
725
-50
474
$22.6K 0.01%
515
+3
475
$22.6K 0.01%
206
17 18
19
20 21