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
$171M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$710K
3
+$627K
4
XOM icon
Exxon Mobil
XOM
+$563K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$500K

Top Sells

1
+$779K
2
+$740K
3
+$731K
4
EW icon
Edwards Lifesciences
EW
+$579K
5
HON icon
Honeywell
HON
+$523K

Sector Composition

1 Technology 16.78%
2 Financials 10.7%
3 Energy 6.91%
4 Healthcare 6.85%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$401K 0.23%
+14,241
127
$401K 0.23%
14,478
+519
128
$392K 0.23%
757
-14
129
$387K 0.23%
+17,522
130
$386K 0.23%
3,416
+527
131
$382K 0.22%
1,253
-49
132
$373K 0.22%
4,623
-6,378
133
$365K 0.21%
1,570
+30
134
$357K 0.21%
14,574
+136
135
$355K 0.21%
1,298
+1
136
$342K 0.2%
+3,398
137
$342K 0.2%
6,382
+1,577
138
$319K 0.19%
516
-4
139
$311K 0.18%
4,987
+17
140
$306K 0.18%
16,779
-8,166
141
$304K 0.18%
576
-3
142
$296K 0.17%
3,688
+34
143
$291K 0.17%
1,199
+160
144
$286K 0.17%
6,852
-1,778
145
$279K 0.16%
1,666
+21
146
$273K 0.16%
5,136
-1,315
147
$271K 0.16%
1,740
-43
148
$264K 0.15%
542
-10
149
$261K 0.15%
+8,967
150
$260K 0.15%
5,687
-1,119
4 5
6
7 8