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
$163M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$923K
3
+$531K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$529K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$481K

Top Sells

1
+$653K
2
+$442K
3
+$425K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$384K
5
APD icon
Air Products & Chemicals
APD
+$365K

Sector Composition

1 Technology 16.76%
2 Financials 9.81%
3 Energy 8.13%
4 Healthcare 6.98%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$421K 0.26%
+8,437
102
$421K 0.26%
3,768
-92
103
$412K 0.25%
4,256
-540
104
$411K 0.25%
2,654
-454
105
$409K 0.25%
7,389
+1,836
106
$407K 0.25%
5,340
-979
107
$397K 0.24%
2,479
+428
108
$397K 0.24%
2,273
-1,468
109
$397K 0.24%
7,869
+1,714
110
$397K 0.24%
665
+240
111
$390K 0.24%
999
+50
112
$387K 0.24%
1,304
+68
113
$386K 0.24%
7,681
+1,928
114
$384K 0.24%
2,548
+1,052
115
$379K 0.23%
1,483
+355
116
$369K 0.23%
9,160
+474
117
$363K 0.22%
4,022
-14
118
$357K 0.22%
14,732
-1,906
119
$352K 0.22%
248
+58
120
$347K 0.21%
13,874
+11,743
121
$345K 0.21%
591
+5
122
$343K 0.21%
837
-670
123
$339K 0.21%
1,571
+445
124
$330K 0.2%
810
+574
125
$328K 0.2%
10,517
+2,439
3 4
5
6 7