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
526
$30.6K 0.02%
+1,000
527
$30.6K 0.02%
+109
528
$30.4K 0.02%
+393
529
$29.9K 0.02%
+450
530
$29.9K 0.02%
+1,620
531
$29.6K 0.02%
+47
532
$29.3K 0.02%
+3,666
533
$29.3K 0.02%
+411
534
$29.1K 0.02%
+443
535
$28.9K 0.02%
+86
536
$28.8K 0.02%
+894
537
$28.8K 0.02%
+208
538
$28.6K 0.02%
+108
539
$28.6K 0.02%
+200
540
$28.6K 0.02%
+246
541
$28.5K 0.02%
+463
542
$28.5K 0.02%
+344
543
$28.4K 0.02%
+1,887
544
$28.4K 0.02%
+155
545
$28K 0.01%
+755
546
$27.9K 0.01%
+709
547
$27.8K 0.01%
+199
548
$27.8K 0.01%
+220
549
$27.7K 0.01%
+324
550
$27.7K 0.01%
+4,308