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
$151M
AUM Growth
+$2.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$497K
2
+$412K
3
+$351K
4
APD icon
Air Products & Chemicals
APD
+$339K
5
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$338K

Top Sells

1
+$1.78M
2
+$1.32M
3
+$1.05M
4
VLO icon
Valero Energy
VLO
+$854K
5
MSFT icon
Microsoft
MSFT
+$803K

Sector Composition

1 Technology 17.47%
2 Financials 10.07%
3 Energy 8.54%
4 Healthcare 7.83%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$727K 0.48%
3,555
-13
52
$725K 0.48%
1,001
+297
53
$723K 0.48%
1,342
-40
54
$692K 0.46%
4,515
+210
55
$690K 0.46%
1,499
+91
56
$669K 0.44%
5,874
-470
57
$663K 0.44%
2,534
-17
58
$657K 0.43%
1,621
+383
59
$644K 0.43%
4,853
-37
60
$643K 0.42%
1,636
-41
61
$643K 0.42%
3,337
-18
62
$623K 0.41%
13,748
-245
63
$613K 0.4%
3,308
-98
64
$604K 0.4%
6,408
+198
65
$603K 0.4%
4,031
-100
66
$598K 0.39%
6,659
+1,591
67
$597K 0.39%
24,981
+1,600
68
$575K 0.38%
14,413
69
$571K 0.38%
1,188
-527
70
$567K 0.37%
3,722
-390
71
$563K 0.37%
17,313
+428
72
$554K 0.37%
5,659
+1,111
73
$549K 0.36%
6,601
-157
74
$548K 0.36%
468
75
$544K 0.36%
9,015
+300
1 2
3
4 5