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
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$8.84M
3
+$6.64M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.76M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.35%
2 Financials 10.39%
3 Healthcare 6.81%
4 Energy 6.1%
5 Consumer Discretionary 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$426K 0.34%
+8,266
77
$426K 0.34%
+3,052
78
$417K 0.33%
+8,280
79
$416K 0.33%
+5,538
80
$409K 0.33%
+8,384
81
$393K 0.31%
+1,094
82
$364K 0.29%
+17,760
83
$358K 0.29%
+2,645
84
$355K 0.28%
+1,008
85
$353K 0.28%
+4,050
86
$328K 0.26%
+3,187
87
$324K 0.26%
+5,720
88
$323K 0.26%
+3,177
89
$314K 0.25%
+12,109
90
$302K 0.24%
+6,325
91
$301K 0.24%
+848
92
$291K 0.23%
+7,390
93
$286K 0.23%
+2,642
94
$285K 0.23%
+4,015
95
$285K 0.23%
+9,680
96
$282K 0.22%
+2,736
97
$274K 0.22%
+3,610
98
$273K 0.22%
+1,215
99
$273K 0.22%
+3,670
100
$264K 0.21%
+2,222
1 2 3
4
5