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
$187M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$858K
3
+$599K
4
CSCO icon
Cisco
CSCO
+$577K
5
FCX icon
Freeport-McMoran
FCX
+$566K

Top Sells

1
+$1.42M
2
+$998K
3
+$919K
4
AAPL icon
Apple
AAPL
+$903K
5
CVS icon
CVS Health
CVS
+$573K

Sector Composition

1 Technology 13.18%
2 Financials 10.81%
3 Healthcare 9.95%
4 Energy 8.93%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$269K 0.14%
+3,768
152
$269K 0.14%
15,000
153
$268K 0.14%
+4,361
154
$267K 0.14%
+15,851
155
$267K 0.14%
1,301
-464
156
$265K 0.14%
+2,659
157
$265K 0.14%
+2,852
158
$257K 0.14%
+765
159
$255K 0.13%
698
-40
160
$255K 0.13%
1,921
-699
161
$254K 0.13%
1,817
+166
162
$250K 0.13%
+6,472
163
$244K 0.13%
+3,929
164
$244K 0.13%
9,001
-3
165
$241K 0.13%
2,812
-129
166
$238K 0.13%
+13,691
167
$238K 0.13%
+6,825
168
$237K 0.12%
+1,688
169
$236K 0.12%
6,520
-153
170
$234K 0.12%
+1,025
171
$233K 0.12%
+2,243
172
$233K 0.12%
7,307
-2,690
173
$233K 0.12%
+1,056
174
$232K 0.12%
2,470
-950
175
$230K 0.12%
+2,419
5 6
7
8 9