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
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$8.84M
3
+$6.64M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.76M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.35%
2 Financials 10.39%
3 Healthcare 6.81%
4 Energy 6.1%
5 Consumer Discretionary 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$712K 0.57%
+778
52
$695K 0.55%
+22,104
53
$694K 0.55%
+19,034
54
$693K 0.55%
+15,620
55
$645K 0.51%
+26,439
56
$641K 0.51%
+13,527
57
$622K 0.5%
+3,217
58
$620K 0.49%
+5,800
59
$614K 0.49%
+2,017
60
$604K 0.48%
+2,643
61
$600K 0.48%
+9,473
62
$596K 0.48%
+3,330
63
$579K 0.46%
+11,497
64
$574K 0.46%
+6,454
65
$566K 0.45%
+7,380
66
$559K 0.45%
+2,966
67
$553K 0.44%
+10,637
68
$519K 0.41%
+6,390
69
$496K 0.4%
+4,426
70
$485K 0.39%
+48,000
71
$479K 0.38%
+2,071
72
$470K 0.37%
+4,119
73
$447K 0.36%
+23,568
74
$435K 0.35%
+10,436
75
$434K 0.35%
+864
1 2
3
4 5