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
76
$552K 0.34%
2,620
-52
77
$538K 0.33%
14,413
78
$537K 0.33%
23,381
79
$527K 0.32%
2,728
-50
80
$521K 0.32%
5,550
+1,762
81
$515K 0.32%
3,774
-1,183
82
$515K 0.32%
14,534
+17
83
$505K 0.31%
25,599
+619
84
$502K 0.31%
4,500
-230
85
$502K 0.31%
1,832
-1,334
86
$489K 0.3%
9,665
+3,914
87
$488K 0.3%
12,933
-2,573
88
$476K 0.29%
4,297
+1,254
89
$472K 0.29%
5,635
+1,554
90
$471K 0.29%
+1,795
91
$469K 0.29%
4,460
-976
92
$457K 0.28%
3,171
+155
93
$454K 0.28%
2,879
-1,381
94
$451K 0.28%
5,479
+1,456
95
$451K 0.28%
10,111
+1,191
96
$451K 0.28%
23,988
97
$450K 0.28%
4,551
+2,141
98
$444K 0.27%
587
+128
99
$439K 0.27%
8,731
-2,482
100
$436K 0.27%
7,999
+46
2 3
4
5 6