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
451
$24.6K 0.02%
538
-16
452
$24.4K 0.02%
+57
453
$24.3K 0.01%
+7,400
454
$24.3K 0.01%
+580
455
$24.2K 0.01%
+1,257
456
$24.2K 0.01%
178
-600
457
$24.2K 0.01%
1,030
458
$24.1K 0.01%
498
-54
459
$24K 0.01%
+295
460
$23.5K 0.01%
334
-1,012
461
$23.3K 0.01%
142
462
$23.3K 0.01%
1,323
-268
463
$23.3K 0.01%
227
+2
464
$23K 0.01%
467
-114
465
$23K 0.01%
865
+30
466
$22.9K 0.01%
+208
467
$22.7K 0.01%
654
-30
468
$22.5K 0.01%
735
469
$22.5K 0.01%
+172
470
$22.1K 0.01%
561
-742
471
$21.9K 0.01%
375
-8
472
$21.9K 0.01%
+400
473
$21.8K 0.01%
+375
474
$21.7K 0.01%
+2,211
475
$21.6K 0.01%
936
-1,453
17 18
19
20 21