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
476
$38.9K 0.02%
+156
477
$38.9K 0.02%
+772
478
$38.8K 0.02%
+692
479
$38.3K 0.02%
+805
480
$38K 0.02%
+461
481
$38K 0.02%
+227
482
$37.9K 0.02%
+260
483
$37.3K 0.02%
+177
484
$37.2K 0.02%
+363
485
$37K 0.02%
+1,287
486
$37K 0.02%
+386
487
$37K 0.02%
+149
488
$37K 0.02%
+355
489
$36.5K 0.02%
+927
490
$36.5K 0.02%
+1,000
491
$36.4K 0.02%
+516
492
$36.4K 0.02%
+826
493
$36.3K 0.02%
+373
494
$36.1K 0.02%
+6,590
495
$36K 0.02%
+2,381
496
$35.8K 0.02%
+2,086
497
$35.6K 0.02%
+404
498
$35.3K 0.02%
+389
499
$35K 0.02%
+307
500
$34.9K 0.02%
+90