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
26
$1.56M 0.82%
18,647
+489
27
$1.53M 0.81%
13,171
-67
28
$1.52M 0.8%
9,681
-72
29
$1.49M 0.79%
24,103
+332
30
$1.49M 0.79%
8,262
-222
31
$1.4M 0.74%
24,003
+331
32
$1.39M 0.73%
29,176
+12,121
33
$1.38M 0.73%
2,601
+229
34
$1.36M 0.72%
6,587
-110
35
$1.21M 0.64%
48,000
36
$1.17M 0.61%
4,952
+192
37
$1.11M 0.58%
10,258
+395
38
$1.1M 0.58%
6,791
-512
39
$1.05M 0.55%
3,985
+797
40
$1.03M 0.54%
42,656
-41,376
41
$1.02M 0.54%
6,455
+2,868
42
$1.02M 0.54%
13,545
+3,274
43
$1.02M 0.54%
11,131
+613
44
$985K 0.52%
2,024
+86
45
$961K 0.51%
8,775
+1,892
46
$953K 0.5%
7,025
-2,060
47
$933K 0.49%
6,159
-2
48
$921K 0.49%
22,393
+3,442
49
$886K 0.47%
9,365
-1,019
50
$860K 0.45%
39,078
+780
1
2
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