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
$171M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$710K
3
+$627K
4
XOM icon
Exxon Mobil
XOM
+$563K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$500K

Top Sells

1
+$779K
2
+$740K
3
+$731K
4
EW icon
Edwards Lifesciences
EW
+$579K
5
HON icon
Honeywell
HON
+$523K

Sector Composition

1 Technology 16.78%
2 Financials 10.7%
3 Energy 6.91%
4 Healthcare 6.85%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$910K 0.53%
9,389
+60
52
$896K 0.52%
18,105
-495
53
$878K 0.51%
5,091
-299
54
$864K 0.51%
3,052
55
$857K 0.5%
15,744
+168
56
$834K 0.49%
3,782
-117
57
$819K 0.48%
14,229
+8,316
58
$817K 0.48%
7,841
+935
59
$808K 0.47%
32,150
-780
60
$807K 0.47%
4,661
-217
61
$802K 0.47%
1,371
-33
62
$801K 0.47%
2,549
-68
63
$766K 0.45%
1,551
-45
64
$765K 0.45%
17,622
+8,584
65
$759K 0.44%
1,299
+45
66
$755K 0.44%
2,618
-264
67
$755K 0.44%
+1,536
68
$748K 0.44%
25,831
-603
69
$744K 0.43%
6,911
-785
70
$738K 0.43%
28,352
+2,316
71
$713K 0.42%
13,978
-169
72
$710K 0.42%
+346
73
$698K 0.41%
1,219
+132
74
$671K 0.39%
527
-46
75
$660K 0.39%
4,107
+91
1 2
3
4 5