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
76
$658K 0.38%
2,671
-231
77
$654K 0.38%
1,378
-114
78
$635K 0.37%
10,393
+1,232
79
$634K 0.37%
3,209
+598
80
$634K 0.37%
3,155
+130
81
$633K 0.37%
5,388
+123
82
$627K 0.37%
1,614
+39
83
$606K 0.35%
2,934
-13
84
$594K 0.35%
2,441
+165
85
$564K 0.33%
4,490
86
$564K 0.33%
6,423
+325
87
$556K 0.33%
14,413
88
$545K 0.32%
16,261
-2,850
89
$538K 0.31%
23,790
-198
90
$534K 0.31%
2,588
-2
91
$533K 0.31%
602
+8
92
$532K 0.31%
21,192
+534
93
$531K 0.31%
10,466
-700
94
$524K 0.31%
1,256
-201
95
$514K 0.3%
4,460
-2,831
96
$508K 0.3%
11,308
-697
97
$507K 0.3%
1,937
-1,264
98
$504K 0.29%
15,688
-1,956
99
$500K 0.29%
+9,965
100
$500K 0.29%
2,490
-1,926
2 3
4
5 6