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
$150M
AUM Growth
-$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.31M
3
+$1.23M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.21M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.02M

Top Sells

1
+$1.75M
2
+$787K
3
+$684K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$665K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$556K

Sector Composition

1 Technology 14.61%
2 Healthcare 10.38%
3 Financials 8.59%
4 Energy 6.64%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$422K 0.27%
+350
102
$420K 0.27%
11,216
-2,187
103
$416K 0.27%
9,190
+2,280
104
$413K 0.26%
2,688
-92
105
$411K 0.26%
5,163
+419
106
$411K 0.26%
+41,700
107
$404K 0.26%
41,100
-1,200
108
$401K 0.26%
4,167
+1,935
109
$392K 0.25%
3,580
+240
110
$382K 0.24%
+2,845
111
$373K 0.24%
1,532
+77
112
$373K 0.24%
8,595
+3,891
113
$355K 0.23%
5,316
-115
114
$355K 0.23%
1,261
-76
115
$352K 0.23%
23,622
+96
116
$347K 0.22%
+50,645
117
$346K 0.22%
2,453
+110
118
$341K 0.22%
+3,457
119
$337K 0.22%
3,739
+48
120
$337K 0.22%
3,310
-180
121
$331K 0.21%
3,299
-324
122
$327K 0.21%
+3,465
123
$326K 0.21%
+7,014
124
$325K 0.21%
8,147
-5
125
$320K 0.21%
10,155
+696
3 4
5
6 7