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
476
$21.5K 0.01%
+162
477
$21.4K 0.01%
+100
478
$21.2K 0.01%
+47
479
$21.2K 0.01%
+400
480
$21.1K 0.01%
467
-52
481
$21.1K 0.01%
+96
482
$21.1K 0.01%
162
+2
483
$20.9K 0.01%
277
-161
484
$20.9K 0.01%
484
-445
485
$20.8K 0.01%
150
-35
486
$20.8K 0.01%
+407
487
$20.7K 0.01%
117
488
$20.7K 0.01%
89
-21
489
$20.6K 0.01%
450
-100
490
$20.6K 0.01%
+55
491
$20.5K 0.01%
+391
492
$20.4K 0.01%
+268
493
$20.3K 0.01%
+338
494
$20.2K 0.01%
+200
495
$20.1K 0.01%
248
-436
496
– –
-656
497
– –
-143
498
– –
-3,000
499
– –
-8
500
– –
-3,104
18 19
20
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