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
$146M
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$522K
3
+$412K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$398K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$312K

Top Sells

1
+$1.67M
2
+$370K
3
+$338K
4
ASML icon
ASML
ASML
+$319K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$279K

Sector Composition

1 Technology 15.82%
2 Energy 10.14%
3 Financials 9.83%
4 Healthcare 7.53%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$712K 0.49%
2,616
-16
52
$670K 0.46%
3,220
-117
53
$667K 0.45%
5,060
+1,430
54
$665K 0.45%
4,667
+152
55
$648K 0.44%
12,901
+12,038
56
$638K 0.43%
4,957
+104
57
$638K 0.43%
7,229
+570
58
$626K 0.43%
1,530
+31
59
$625K 0.43%
3,931
-761
60
$604K 0.41%
12,340
+5,876
61
$604K 0.41%
4,260
+229
62
$588K 0.4%
9,127
+112
63
$585K 0.4%
13,916
+168
64
$580K 0.4%
6,306
+432
65
$572K 0.39%
1,516
-105
66
$565K 0.39%
1,428
-208
67
$560K 0.38%
18,043
+730
68
$554K 0.38%
498
+30
69
$553K 0.38%
1,097
-91
70
$550K 0.37%
30,272
+22,660
71
$542K 0.37%
3,741
+19
72
$540K 0.37%
1,507
-4,660
73
$538K 0.37%
10,888
+2,372
74
$535K 0.36%
2,672
-636
75
$533K 0.36%
6,003
+2,003
1 2
3
4 5