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
$149M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$385K
2
+$364K
3
+$307K
4
NTR icon
Nutrien
NTR
+$295K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$260K

Top Sells

1
+$1.75M
2
+$1.58M
3
+$1.57M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.35M

Sector Composition

1 Technology 15.92%
2 Financials 10.26%
3 Energy 9.55%
4 Healthcare 8.07%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$508K 0.34%
13,060
-3,084
77
$501K 0.33%
8,715
+3,900
78
$498K 0.33%
20,410
-22,246
79
$490K 0.33%
14,343
-660
80
$489K 0.33%
5,068
-1,393
81
$479K 0.32%
704
+451
82
$471K 0.31%
2,954
-3,837
83
$447K 0.3%
23,704
+6,173
84
$412K 0.27%
4,548
-2,450
85
$405K 0.27%
1,754
-85
86
$402K 0.27%
3,240
+2,933
87
$394K 0.26%
3,880
-53
88
$387K 0.26%
23,988
89
$384K 0.26%
17,349
-380
90
$378K 0.25%
11,567
-2,616
91
$371K 0.25%
3,727
-2,190
92
$359K 0.24%
2,168
-135
93
$359K 0.24%
4,453
-409
94
$354K 0.24%
11,442
+90
95
$349K 0.23%
4,170
-785
96
$339K 0.23%
1,370
-207
97
$338K 0.23%
3,573
+721
98
$338K 0.22%
3,603
+1,213
99
$331K 0.22%
6,779
+2,044
100
$324K 0.22%
3,907
2 3
4
5 6