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
$149M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$385K
2
+$364K
3
+$307K
4
NTR icon
Nutrien
NTR
+$295K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$260K

Top Sells

1
+$1.75M
2
+$1.58M
3
+$1.57M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.35M

Sector Composition

1 Technology 15.92%
2 Financials 10.26%
3 Energy 9.55%
4 Healthcare 8.07%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$239K 0.16%
1,230
-884
127
$236K 0.16%
2,424
-1,437
128
$235K 0.16%
6,891
-5,039
129
$232K 0.15%
402
-172
130
$229K 0.15%
4,585
-4,380
131
$229K 0.15%
2,457
-3,176
132
$228K 0.15%
3,068
-2,039
133
$224K 0.15%
3,036
+556
134
$223K 0.15%
3,211
-5,348
135
$221K 0.15%
15,000
136
$218K 0.15%
762
-37
137
$216K 0.14%
1,561
-127
138
$215K 0.14%
1,875
-1,679
139
$213K 0.14%
10,262
+892
140
$206K 0.14%
1,979
-1,970
141
$205K 0.14%
2,026
-217
142
$205K 0.14%
1,972
+462
143
$204K 0.14%
10,093
144
$203K 0.14%
10,550
-21,837
145
$202K 0.13%
4,719
+209
146
$201K 0.13%
3,246
+290
147
$200K 0.13%
2,557
-45
148
$200K 0.13%
2,692
+210
149
$200K 0.13%
277
-491
150
$196K 0.13%
3,728
-250
4 5
6
7 8