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
26
$1.41M 0.86%
27,328
27
$1.35M 0.83%
13,615
+9,299
28
$1.23M 0.76%
26,703
+2,951
29
$1.18M 0.72%
4,089
+203
30
$1.17M 0.72%
6,864
-212
31
$1.12M 0.69%
10,368
-1,029
32
$1.08M 0.66%
4,150
-47
33
$1.06M 0.65%
23,147
-468
34
$1.04M 0.64%
9,063
+2,757
35
$1.02M 0.62%
4,707
+388
36
$960K 0.59%
21,896
-1,169
37
$945K 0.58%
10,467
+1,546
38
$933K 0.57%
21,920
+1,186
39
$924K 0.57%
6,278
+1,218
40
$896K 0.55%
1,357
+81
41
$895K 0.55%
31,097
-1,331
42
$889K 0.55%
14,628
-3,052
43
$849K 0.52%
13,404
+7,594
44
$843K 0.52%
4,687
-2,133
45
$839K 0.52%
3,628
-921
46
$817K 0.5%
3,289
+309
47
$807K 0.5%
8,658
-884
48
$799K 0.49%
11,362
+7,521
49
$786K 0.48%
3,201
-308
50
$781K 0.48%
4,634
-1,599
1
2
3 4 5