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
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$8.84M
3
+$6.64M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.76M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.35%
2 Financials 10.39%
3 Healthcare 6.81%
4 Energy 6.1%
5 Consumer Discretionary 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.92%
+17,497
27
$1.16M 0.92%
+3,437
28
$1.15M 0.92%
+3,940
29
$1.14M 0.91%
+2,733
30
$1.08M 0.86%
+3,161
31
$1.05M 0.84%
+4,833
32
$1.04M 0.83%
+15,636
33
$1.01M 0.8%
+25,750
34
$984K 0.78%
+6,349
35
$970K 0.77%
+10,391
36
$959K 0.76%
+3,970
37
$949K 0.76%
+8,287
38
$942K 0.75%
+11,973
39
$890K 0.71%
+3,532
40
$849K 0.68%
+20,450
41
$813K 0.65%
+7,682
42
$809K 0.65%
+4,659
43
$778K 0.62%
+4,757
44
$774K 0.62%
+14,413
45
$753K 0.6%
+16,881
46
$753K 0.6%
+2,772
47
$740K 0.59%
+12,098
48
$739K 0.59%
+5,708
49
$733K 0.58%
+11,455
50
$723K 0.58%
+4,600
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