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
$170M
AUM Growth
-$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$866K
2
+$639K
3
+$479K
4
CL icon
Colgate-Palmolive
CL
+$454K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$449K

Top Sells

1
+$1.53M
2
+$1.08M
3
+$801K
4
MELI icon
Mercado Libre
MELI
+$710K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$568K

Sector Composition

1 Technology 17.32%
2 Financials 11.18%
3 Energy 6.81%
4 Healthcare 5.92%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$380K 0.22%
3,526
-934
127
$365K 0.21%
3,415
-1
128
$364K 0.21%
1,257
+4
129
$363K 0.21%
867
-5
130
$345K 0.2%
6,607
-770
131
$344K 0.2%
3,939
-359
132
$341K 0.2%
12,478
-1,763
133
$329K 0.19%
6,817
+1,789
134
$324K 0.19%
468
-53
135
$314K 0.18%
5,042
+55
136
$310K 0.18%
576
137
$306K 0.18%
+11,788
138
$301K 0.18%
5,314
+931
139
$298K 0.18%
4,245
-8,084
140
$286K 0.17%
3,784
-839
141
$285K 0.17%
1,554
-16
142
$283K 0.17%
4,773
-363
143
$278K 0.16%
1,560
+4
144
$278K 0.16%
543
+1
145
$275K 0.16%
1,699
+33
146
$269K 0.16%
302
147
$267K 0.16%
513
-3
148
$266K 0.16%
1,398
-118
149
$265K 0.16%
3,264
-325
150
$263K 0.15%
10,000
4 5
6
7 8