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
$187M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$858K
3
+$599K
4
CSCO icon
Cisco
CSCO
+$577K
5
FCX icon
Freeport-McMoran
FCX
+$566K

Top Sells

1
+$1.42M
2
+$998K
3
+$919K
4
AAPL icon
Apple
AAPL
+$903K
5
CVS icon
CVS Health
CVS
+$573K

Sector Composition

1 Technology 13.18%
2 Financials 10.81%
3 Healthcare 9.95%
4 Energy 8.93%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$348K 0.18%
4,955
+37
127
$344K 0.18%
50,645
128
$343K 0.18%
2,303
-126
129
$343K 0.18%
1,601
-31
130
$342K 0.18%
3,907
-762
131
$332K 0.17%
7,014
132
$319K 0.17%
2,593
+296
133
$317K 0.17%
13,960
-14,390
134
$316K 0.17%
574
-10
135
$314K 0.17%
949
+28
136
$313K 0.17%
+8,009
137
$312K 0.16%
6,907
+882
138
$306K 0.16%
17,531
+4,753
139
$303K 0.16%
3,709
-60
140
$301K 0.16%
7,603
-8,306
141
$295K 0.16%
13,485
+1,938
142
$293K 0.15%
1,472
-308
143
$287K 0.15%
6,262
-271
144
$286K 0.15%
832
-30
145
$285K 0.15%
3,953
+820
146
$284K 0.15%
4,320
+3
147
$276K 0.15%
+4,045
148
$274K 0.14%
+4,815
149
$274K 0.14%
+3,298
150
$271K 0.14%
+6,637
4 5
6
7 8