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
$150M
AUM Growth
-$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.31M
3
+$1.23M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.21M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.02M

Top Sells

1
+$1.75M
2
+$787K
3
+$684K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$665K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$556K

Sector Composition

1 Technology 14.61%
2 Healthcare 10.38%
3 Financials 8.59%
4 Energy 6.64%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$315K 0.2%
+1,442
127
$311K 0.2%
6,346
+2,586
128
$311K 0.2%
1,778
+763
129
$302K 0.19%
+556
130
$295K 0.19%
+1,648
131
$295K 0.19%
+4,200
132
$293K 0.19%
3,211
+53
133
$293K 0.19%
5,037
+68
134
$291K 0.19%
2,558
+650
135
$288K 0.18%
1,128
+119
136
$287K 0.18%
4,721
+451
137
$285K 0.18%
+4,438
138
$277K 0.18%
4,857
-339
139
$274K 0.18%
1,221
-267
140
$264K 0.17%
15,000
-2,652
141
$262K 0.17%
4,264
+191
142
$262K 0.17%
1,641
+221
143
$256K 0.16%
5,272
+373
144
$256K 0.16%
6,389
-1,600
145
$252K 0.16%
15,000
146
$252K 0.16%
956
+67
147
$252K 0.16%
+3,692
148
$245K 0.16%
6,330
149
$241K 0.15%
1,887
-466
150
$241K 0.15%
11,544
+1,983
4 5
6
7 8