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
$171M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$710K
3
+$627K
4
XOM icon
Exxon Mobil
XOM
+$563K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$500K

Top Sells

1
+$779K
2
+$740K
3
+$731K
4
EW icon
Edwards Lifesciences
EW
+$579K
5
HON icon
Honeywell
HON
+$523K

Sector Composition

1 Technology 16.78%
2 Financials 10.7%
3 Energy 6.91%
4 Healthcare 6.85%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.9%
20,992
-429
27
$1.54M 0.9%
10,426
-5,028
28
$1.48M 0.87%
9,101
-534
29
$1.46M 0.86%
28,633
+629
30
$1.42M 0.83%
4,773
+33
31
$1.38M 0.81%
7,688
-269
32
$1.33M 0.78%
15,759
+200
33
$1.28M 0.75%
23,348
-1,698
34
$1.28M 0.75%
4,657
-62
35
$1.28M 0.75%
18,915
-4,657
36
$1.26M 0.74%
11,089
-1,299
37
$1.24M 0.72%
34,224
+3,116
38
$1.23M 0.72%
3,810
+148
39
$1.23M 0.72%
24,578
+2,388
40
$1.15M 0.67%
1,301
-82
41
$1.1M 0.65%
10,902
-414
42
$1.08M 0.63%
9,102
-58
43
$1.01M 0.59%
2,252
-138
44
$970K 0.57%
16,780
+1,261
45
$962K 0.56%
12,329
-1,050
46
$957K 0.56%
4,767
+310
47
$948K 0.55%
4,808
+128
48
$944K 0.55%
9,850
+2,282
49
$939K 0.55%
5,521
-420
50
$927K 0.54%
10,498
+897
1
2
3 4 5