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
601
$21.4K 0.01%
7,580
-11,456
602
$21.3K 0.01%
+2,040
603
$21.2K 0.01%
+2,464
604
$21.2K 0.01%
+194
605
$21.1K 0.01%
+129
606
$21.1K 0.01%
+303
607
$21.1K 0.01%
+509
608
$21K 0.01%
+200
609
$20.9K 0.01%
+89
610
$20.9K 0.01%
+684
611
$20.9K 0.01%
+673
612
$20.8K 0.01%
+465
613
$20.8K 0.01%
+332
614
$20.8K 0.01%
+654
615
$20.8K 0.01%
+684
616
$20.7K 0.01%
+521
617
$20.3K 0.01%
+600
618
$20.3K 0.01%
+2,000
619
$20.2K 0.01%
+85
620
$20.2K 0.01%
+115
621
$20.2K 0.01%
+2,275
622
$20.1K 0.01%
+2,115
623
$20K 0.01%
+103
624
-16,500