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
$171M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$710K
3
+$627K
4
XOM icon
Exxon Mobil
XOM
+$563K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$500K

Top Sells

1
+$779K
2
+$740K
3
+$731K
4
EW icon
Edwards Lifesciences
EW
+$579K
5
HON icon
Honeywell
HON
+$523K

Sector Composition

1 Technology 16.78%
2 Financials 10.7%
3 Energy 6.91%
4 Healthcare 6.85%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$500K 0.29%
5,199
-7,596
102
$495K 0.29%
11,986
+448
103
$492K 0.29%
3,364
+588
104
$492K 0.29%
3,764
+4
105
$486K 0.28%
4,917
-343
106
$480K 0.28%
1,613
-111
107
$480K 0.28%
12,777
-1,662
108
$476K 0.28%
8,032
+270
109
$473K 0.28%
2,656
+374
110
$467K 0.27%
5,186
-1,033
111
$460K 0.27%
1,873
+30
112
$443K 0.26%
2,152
-436
113
$442K 0.26%
16,494
+69
114
$438K 0.26%
279
-24
115
$436K 0.25%
7,125
+1,363
116
$434K 0.25%
521
+4
117
$426K 0.25%
2,812
-13
118
$426K 0.25%
17,938
+8,024
119
$424K 0.25%
7,377
-2,413
120
$422K 0.25%
4,298
+921
121
$416K 0.24%
2,441
-234
122
$416K 0.24%
872
-1
123
$410K 0.24%
809
+22
124
$409K 0.24%
880
-19
125
$409K 0.24%
3,187
-30
3 4
5
6 7