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
576
$24.8K 0.01%
+870
577
$24.4K 0.01%
+133
578
$24.1K 0.01%
+501
579
$24K 0.01%
+200
580
$23.6K 0.01%
+354
581
$23.5K 0.01%
+607
582
$23.4K 0.01%
+390
583
$23.4K 0.01%
+219
584
$23.1K 0.01%
+156
585
$23K 0.01%
+375
586
$22.6K 0.01%
+356
587
$22.4K 0.01%
+129
588
$22.4K 0.01%
+664
589
$22.3K 0.01%
+403
590
$22.3K 0.01%
+110
591
$22.1K 0.01%
+55
592
$22K 0.01%
+1,486
593
$22K 0.01%
+335
594
$21.9K 0.01%
+510
595
$21.9K 0.01%
+208
596
$21.7K 0.01%
+78
597
$21.5K 0.01%
+65
598
$21.5K 0.01%
+159
599
$21.5K 0.01%
+463
600
$21.4K 0.01%
+1,260