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
$151M
AUM Growth
+$2.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$497K
2
+$412K
3
+$351K
4
APD icon
Air Products & Chemicals
APD
+$339K
5
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$338K

Top Sells

1
+$1.78M
2
+$1.32M
3
+$1.05M
4
VLO icon
Valero Energy
VLO
+$854K
5
MSFT icon
Microsoft
MSFT
+$803K

Sector Composition

1 Technology 17.47%
2 Financials 10.07%
3 Energy 8.54%
4 Healthcare 7.83%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$22.6K 0.01%
735
477
$22.5K 0.01%
+101
478
$22.3K 0.01%
267
-1
479
$22.3K 0.01%
380
480
$22.3K 0.01%
+1,293
481
$22.2K 0.01%
+387
482
$22.2K 0.01%
58
-1
483
$22.1K 0.01%
206
484
$22.1K 0.01%
+958
485
$22.1K 0.01%
176
486
$21.9K 0.01%
+497
487
$21.8K 0.01%
360
488
$21.7K 0.01%
224
+1
489
$21.5K 0.01%
+787
490
$21.4K 0.01%
+286
491
$21.1K 0.01%
1,043
492
$21.1K 0.01%
+142
493
$20.8K 0.01%
55
494
$20.7K 0.01%
+360
495
$20.4K 0.01%
+2,012
496
$20.1K 0.01%
326
+11
497
$5.43K ﹤0.01%
+10,000
498
– –
-2,165
499
– –
-207
500
– –
-1,140
17 18 19
20
21