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
451
$24K 0.02%
449
452
$23.7K 0.02%
752
+27
453
$23.7K 0.02%
581
-325
454
$23.2K 0.02%
53
+3
455
$22.9K 0.02%
+110
456
$22.9K 0.02%
+1,336
457
$22.7K 0.02%
160
-34
458
$22.5K 0.02%
396
-160
459
$22.5K 0.02%
383
-3
460
$22.3K 0.02%
+101
461
$22.3K 0.02%
2,145
-774
462
$22.2K 0.02%
444
+7
463
$22.1K 0.02%
+203
464
$22K 0.02%
48
-18
465
$21.7K 0.01%
517
+2
466
$21.5K 0.01%
10,000
467
$21.4K 0.01%
267
-112
468
$21.2K 0.01%
55
469
$21.1K 0.01%
204
-2
470
$21K 0.01%
+100
471
$21K 0.01%
117
472
$21K 0.01%
225
+1
473
$21K 0.01%
684
474
$20.6K 0.01%
835
+48
475
$20.4K 0.01%
270
+3
17 18
19
20 21