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
$151M
AUM Growth
+$2.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$497K
2
+$412K
3
+$351K
4
APD icon
Air Products & Chemicals
APD
+$339K
5
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$338K

Top Sells

1
+$1.78M
2
+$1.32M
3
+$1.05M
4
VLO icon
Valero Energy
VLO
+$854K
5
MSFT icon
Microsoft
MSFT
+$803K

Sector Composition

1 Technology 17.47%
2 Financials 10.07%
3 Energy 8.54%
4 Healthcare 7.83%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$337K 0.22%
1,129
+6
102
$334K 0.22%
8,032
+600
103
$334K 0.22%
14,999
-2,350
104
$324K 0.21%
3,675
-778
105
$323K 0.21%
3,808
+129
106
$316K 0.21%
6,464
+553
107
$304K 0.2%
4,090
+265
108
$303K 0.2%
7,756
+431
109
$293K 0.19%
3,607
-300
110
$284K 0.19%
2,156
-12
111
$284K 0.19%
11,991
-597
112
$278K 0.18%
+201
113
$278K 0.18%
729
-2
114
$277K 0.18%
5,326
+202
115
$265K 0.18%
8,122
-23
116
$265K 0.18%
565
+40
117
$247K 0.16%
766
-1
118
$247K 0.16%
4,720
+135
119
$243K 0.16%
788
+26
120
$237K 0.16%
1,961
-18
121
$231K 0.15%
3,615
+404
122
$229K 0.15%
7,962
+942
123
$228K 0.15%
1,643
-131
124
$227K 0.15%
6,721
-19,914
125
$224K 0.15%
1,248
+18
3 4
5
6 7