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
$150M
AUM Growth
-$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.31M
3
+$1.23M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.21M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.02M

Top Sells

1
+$1.75M
2
+$787K
3
+$684K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$665K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$556K

Sector Composition

1 Technology 14.61%
2 Healthcare 10.38%
3 Financials 8.59%
4 Energy 6.64%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$241K 0.15%
5,794
+422
152
$240K 0.15%
+3,230
153
$239K 0.15%
+1,016
154
$236K 0.15%
3,378
+148
155
$234K 0.15%
950
+103
156
$233K 0.15%
1,794
+312
157
$232K 0.15%
6,822
+1,167
158
$232K 0.15%
2,840
-182
159
$228K 0.15%
837
+16
160
$226K 0.14%
2,089
-311
161
$225K 0.14%
1,670
-28
162
$222K 0.14%
+918
163
$221K 0.14%
3,533
-8,891
164
$219K 0.14%
+12,637
165
$215K 0.14%
3,846
+126
166
$213K 0.14%
1,189
-86
167
$211K 0.14%
3,004
+354
168
$210K 0.13%
3,220
+3
169
$208K 0.13%
+700
170
$207K 0.13%
+1,353
171
$205K 0.13%
3,314
-1,559
172
$205K 0.13%
917
-20
173
$204K 0.13%
9,723
-3,096
174
$202K 0.13%
1,109
+8
175
$202K 0.13%
+9,001
5 6
7
8 9