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
101
$314K 0.21%
1,123
-1,121
102
$308K 0.2%
13,165
-795
103
$303K 0.2%
6,460
-447
104
$301K 0.2%
4,690
-4,640
105
$297K 0.2%
6,331
+1,926
106
$297K 0.2%
7,432
+795
107
$295K 0.2%
+3,993
108
$294K 0.2%
3,168
-541
109
$288K 0.19%
3,679
-882
110
$287K 0.19%
5,911
-351
111
$285K 0.19%
12,588
-897
112
$281K 0.19%
730
-35
113
$278K 0.19%
3,825
-128
114
$277K 0.18%
2,903
+244
115
$273K 0.18%
7,325
+805
116
$272K 0.18%
7,155
-448
117
$271K 0.18%
3,117
+305
118
$265K 0.18%
14,000
-1,000
119
$259K 0.17%
731
+81
120
$257K 0.17%
1,774
-43
121
$253K 0.17%
5,124
+512
122
$251K 0.17%
767
-65
123
$248K 0.17%
4,901
+540
124
$243K 0.16%
8,145
-3,079
125
$240K 0.16%
6,322
-503
3 4
5
6 7