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
$170M
AUM Growth
-$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$866K
2
+$639K
3
+$479K
4
CL icon
Colgate-Palmolive
CL
+$454K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$449K

Top Sells

1
+$1.53M
2
+$1.08M
3
+$801K
4
MELI icon
Mercado Libre
MELI
+$710K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$568K

Sector Composition

1 Technology 17.32%
2 Financials 11.18%
3 Energy 6.81%
4 Healthcare 5.92%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$944K 0.56%
24,785
+207
52
$925K 0.54%
3,981
+199
53
$918K 0.54%
16,262
-518
54
$886K 0.52%
5,318
+2,877
55
$877K 0.52%
3,027
-25
56
$850K 0.5%
1,615
+64
57
$844K 0.5%
1,782
+404
58
$818K 0.48%
4,880
+219
59
$813K 0.48%
1,389
+170
60
$791K 0.47%
31,580
-570
61
$790K 0.46%
8,515
-874
62
$759K 0.45%
27,249
-1,103
63
$743K 0.44%
3,895
-913
64
$732K 0.43%
13,992
+14
65
$728K 0.43%
32,087
+14,149
66
$712K 0.42%
25,982
+8,460
67
$711K 0.42%
2,573
-45
68
$667K 0.39%
25,139
-692
69
$663K 0.39%
1,365
+66
70
$662K 0.39%
13,159
+3,194
71
$662K 0.39%
11,941
+1,548
72
$660K 0.39%
5,467
+79
73
$660K 0.39%
1,304
-67
74
$644K 0.38%
529
+2
75
$640K 0.38%
371
+92
1 2
3
4 5