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
$163M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$923K
3
+$531K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$529K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$481K

Top Sells

1
+$653K
2
+$442K
3
+$425K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$384K
5
APD icon
Air Products & Chemicals
APD
+$365K

Sector Composition

1 Technology 16.76%
2 Financials 9.81%
3 Energy 8.13%
4 Healthcare 6.98%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$778K 0.48%
10,356
+7,069
52
$777K 0.48%
9,159
-1,406
53
$777K 0.48%
2,482
-134
54
$777K 0.48%
3,274
-353
55
$726K 0.45%
4,954
-310
56
$710K 0.44%
1,348
+251
57
$703K 0.43%
1,648
+220
58
$703K 0.43%
4,260
-407
59
$692K 0.43%
7,136
-93
60
$686K 0.42%
569
+71
61
$682K 0.42%
12,613
+5,311
62
$682K 0.42%
3,017
-203
63
$677K 0.42%
13,003
+663
64
$676K 0.42%
32,600
+2,328
65
$670K 0.41%
48,000
66
$659K 0.4%
12,677
+1,789
67
$652K 0.4%
1,438
-92
68
$629K 0.39%
6,688
+685
69
$622K 0.38%
3,651
-280
70
$615K 0.38%
26,313
-10,764
71
$609K 0.37%
1,523
+7
72
$608K 0.37%
17,876
-167
73
$602K 0.37%
9,149
+22
74
$599K 0.37%
7,547
+513
75
$567K 0.35%
14,058
+142
1 2
3
4 5