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
551
$27.6K 0.01%
282
-4,332
552
$27.3K 0.01%
+788
553
$27.2K 0.01%
+203
554
$27.1K 0.01%
+111
555
$27.1K 0.01%
+976
556
$27K 0.01%
+888
557
$27K 0.01%
+1,024
558
$27K 0.01%
+322
559
$26.8K 0.01%
+360
560
$26.8K 0.01%
+363
561
$26.8K 0.01%
+958
562
$26.3K 0.01%
+518
563
$26.2K 0.01%
+928
564
$26.1K 0.01%
+1,183
565
$25.9K 0.01%
+507
566
$25.8K 0.01%
10,000
567
$25.8K 0.01%
+211
568
$25.7K 0.01%
+199
569
$25.5K 0.01%
+350
570
$25.5K 0.01%
+342
571
$25.3K 0.01%
+67
572
$25.1K 0.01%
+146
573
$25.1K 0.01%
+122
574
$25.1K 0.01%
+2,264
575
$25K 0.01%
+168