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
$151M
AUM Growth
+$2.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$497K
2
+$412K
3
+$351K
4
APD icon
Air Products & Chemicals
APD
+$339K
5
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$338K

Top Sells

1
+$1.78M
2
+$1.32M
3
+$1.05M
4
VLO icon
Valero Energy
VLO
+$854K
5
MSFT icon
Microsoft
MSFT
+$803K

Sector Composition

1 Technology 17.47%
2 Financials 10.07%
3 Energy 8.54%
4 Healthcare 7.83%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$222K 0.15%
1,560
-1
127
$221K 0.15%
6,274
-48
128
$221K 0.15%
2,261
-163
129
$221K 0.15%
3,036
130
$218K 0.14%
278
+1
131
$216K 0.14%
12,000
-2,000
132
$216K 0.14%
15,620
133
$216K 0.14%
1,885
+10
134
$212K 0.14%
5,919
+4,056
135
$212K 0.14%
407
+5
136
$210K 0.14%
4,624
-95
137
$208K 0.14%
3,710
-18
138
$207K 0.14%
3,001
-67
139
$205K 0.14%
504
+226
140
$205K 0.14%
1,151
+112
141
$204K 0.13%
2,690
-2
142
$203K 0.13%
1,049
+227
143
$202K 0.13%
4,176
-725
144
$197K 0.13%
1,814
+229
145
$197K 0.13%
3,835
+451
146
$193K 0.13%
1,947
-25
147
$193K 0.13%
2,022
-4
148
$192K 0.13%
3,937
+11
149
$191K 0.13%
3,792
-176
150
$191K 0.13%
1,948
+2
4 5
6
7 8