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
$170M
AUM Growth
-$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$866K
2
+$639K
3
+$479K
4
CL icon
Colgate-Palmolive
CL
+$454K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$449K

Top Sells

1
+$1.53M
2
+$1.08M
3
+$801K
4
MELI icon
Mercado Libre
MELI
+$710K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$568K

Sector Composition

1 Technology 17.32%
2 Financials 11.18%
3 Energy 6.81%
4 Healthcare 5.92%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$498K 0.29%
15,600
-88
102
$473K 0.28%
15,461
-800
103
$469K 0.28%
12,214
+228
104
$456K 0.27%
3,659
+295
105
$454K 0.27%
+4,991
106
$448K 0.26%
2,809
-3
107
$445K 0.26%
1,534
-79
108
$442K 0.26%
1,824
-49
109
$439K 0.26%
18,242
+3,668
110
$437K 0.26%
12,803
+26
111
$431K 0.25%
1,290
-8
112
$427K 0.25%
16,391
-103
113
$426K 0.25%
5,947
-21,381
114
$412K 0.24%
2,708
-2,813
115
$409K 0.24%
+2,377
116
$409K 0.24%
6,596
-529
117
$408K 0.24%
5,113
-73
118
$398K 0.23%
14,353
-125
119
$394K 0.23%
2,155
+3
120
$393K 0.23%
9,831
-1,477
121
$393K 0.23%
810
+1
122
$390K 0.23%
+12,281
123
$387K 0.23%
1,599
+400
124
$384K 0.23%
3,012
-175
125
$382K 0.23%
860
+103
3 4
5
6 7