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
501
$34.9K 0.02%
+46
502
$34.8K 0.02%
+781
503
$34.8K 0.02%
+651
504
$34.6K 0.02%
+549
505
$34.5K 0.02%
+371
506
$34.5K 0.02%
+605
507
$34.4K 0.02%
+379
508
$34.2K 0.02%
+1,027
509
$34.2K 0.02%
39,300
510
$34K 0.02%
+1,181
511
$33.8K 0.02%
+146
512
$33.6K 0.02%
+687
513
$33.6K 0.02%
+941
514
$33.4K 0.02%
+207
515
$33.3K 0.02%
+425
516
$33.1K 0.02%
+1,398
517
$32.4K 0.02%
+337
518
$32.1K 0.02%
+663
519
$32K 0.02%
+1,066
520
$31.6K 0.02%
+694
521
$31.4K 0.02%
+321
522
$31.1K 0.02%
+637
523
$31K 0.02%
+76
524
$30.8K 0.02%
+222
525
$30.8K 0.02%
+1,000