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
$149M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$385K
2
+$364K
3
+$307K
4
NTR icon
Nutrien
NTR
+$295K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$260K

Top Sells

1
+$1.75M
2
+$1.58M
3
+$1.57M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.35M

Sector Composition

1 Technology 15.92%
2 Financials 10.26%
3 Energy 9.55%
4 Healthcare 8.07%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.87%
31,937
+520
27
$1.3M 0.86%
26,355
-7,053
28
$1.28M 0.85%
7,018
-1,244
29
$1.21M 0.8%
42,190
-7,189
30
$1.19M 0.79%
42,940
+9,150
31
$1.17M 0.78%
48,000
32
$1.15M 0.76%
5,136
+184
33
$1.11M 0.74%
8,446
-329
34
$1.11M 0.74%
7,014
+559
35
$1.04M 0.69%
7,477
+804
36
$1.04M 0.69%
4,624
-3,005
37
$940K 0.63%
20,372
+8,337
38
$928K 0.62%
22,654
+261
39
$921K 0.61%
5,525
+51
40
$856K 0.57%
26,635
+3,349
41
$849K 0.57%
6,344
-681
42
$845K 0.56%
8,437
-459
43
$841K 0.56%
3,479
-506
44
$828K 0.55%
37,899
-1,179
45
$828K 0.55%
5,571
-588
46
$820K 0.55%
4,411
+121
47
$810K 0.54%
1,715
-886
48
$803K 0.53%
3,932
+1,273
49
$757K 0.5%
8,626
+701
50
$753K 0.5%
2,631
-168
1
2
3 4 5