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
$187M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$858K
3
+$599K
4
CSCO icon
Cisco
CSCO
+$577K
5
FCX icon
Freeport-McMoran
FCX
+$566K

Top Sells

1
+$1.42M
2
+$998K
3
+$919K
4
AAPL icon
Apple
AAPL
+$903K
5
CVS icon
CVS Health
CVS
+$573K

Sector Composition

1 Technology 13.18%
2 Financials 10.81%
3 Healthcare 9.95%
4 Energy 8.93%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$420K 0.22%
+1,839
102
$420K 0.22%
5,633
+562
103
$411K 0.22%
4,068
+8
104
$410K 0.22%
3,933
-258
105
$401K 0.21%
1,577
+636
106
$401K 0.21%
5,402
+2,084
107
$398K 0.21%
1,660
+12
108
$397K 0.21%
17,729
-5,081
109
$394K 0.21%
557
-24
110
$394K 0.21%
11,352
+129
111
$391K 0.21%
3,861
+160
112
$390K 0.21%
3,553
-149
113
$384K 0.2%
38,100
114
$378K 0.2%
4,862
-227
115
$376K 0.2%
1,775
+534
116
$375K 0.2%
14,183
-1,681
117
$369K 0.19%
11,224
+4,218
118
$367K 0.19%
2,114
+771
119
$363K 0.19%
4,561
+745
120
$363K 0.19%
4,228
-235
121
$361K 0.19%
23,988
+228
122
$357K 0.19%
4,663
-625
123
$354K 0.19%
3,510
+45
124
$350K 0.18%
3,949
+167
125
$349K 0.18%
+2,574
3 4
5
6 7