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
$170M
AUM Growth
-$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$866K
2
+$639K
3
+$479K
4
CL icon
Colgate-Palmolive
CL
+$454K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$449K

Top Sells

1
+$1.53M
2
+$1.08M
3
+$801K
4
MELI icon
Mercado Libre
MELI
+$710K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$568K

Sector Composition

1 Technology 17.32%
2 Financials 11.18%
3 Energy 6.81%
4 Healthcare 5.92%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.9%
15,017
-1,476
27
$1.49M 0.88%
29,293
+660
28
$1.47M 0.87%
10,169
-257
29
$1.44M 0.85%
4,569
-204
30
$1.43M 0.84%
12,432
-1,205
31
$1.42M 0.84%
4,504
-153
32
$1.26M 0.74%
5,482
-724
33
$1.22M 0.72%
1,334
+33
34
$1.22M 0.72%
8,762
-339
35
$1.16M 0.68%
4,985
-106
36
$1.12M 0.66%
15,677
-82
37
$1.1M 0.65%
11,989
+2,139
38
$1.09M 0.64%
18,268
-2,724
39
$1.08M 0.63%
21,044
+2,939
40
$1.07M 0.63%
2,053
+517
41
$1.06M 0.62%
2,290
+38
42
$1.06M 0.62%
17,449
+1,705
43
$987K 0.58%
4,983
+216
44
$974K 0.57%
9,787
-1,302
45
$962K 0.57%
7,654
-187
46
$954K 0.56%
18,176
+3,947
47
$952K 0.56%
22,348
+4,726
48
$951K 0.56%
3,648
-162
49
$950K 0.56%
9,810
+2,899
50
$950K 0.56%
11,874
+1,376
1
2
3 4 5