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
$149M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$385K
2
+$364K
3
+$307K
4
NTR icon
Nutrien
NTR
+$295K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$260K

Top Sells

1
+$1.75M
2
+$1.58M
3
+$1.57M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.35M

Sector Composition

1 Technology 15.92%
2 Financials 10.26%
3 Energy 9.55%
4 Healthcare 8.07%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$192K 0.13%
3,926
+660
152
$191K 0.13%
1,946
-2,122
153
$190K 0.13%
1,039
154
$188K 0.13%
3,968
+384
155
$187K 0.12%
2,799
+1,584
156
$184K 0.12%
4,830
-3,179
157
$180K 0.12%
525
-173
158
$179K 0.12%
1,594
+922
159
$179K 0.12%
7,020
+1,634
160
$179K 0.12%
1,095
-213
161
$175K 0.12%
2,113
-2,115
162
$173K 0.12%
1,496
+472
163
$171K 0.11%
371
+164
164
$169K 0.11%
+4,122
165
$169K 0.11%
3,384
+678
166
$168K 0.11%
7,019
-1,982
167
$168K 0.11%
822
-953
168
$167K 0.11%
898
+21
169
$163K 0.11%
15,620
-4,584
170
$162K 0.11%
615
+178
171
$162K 0.11%
1,601
-1,952
172
$161K 0.11%
1,781
-3,722
173
$158K 0.11%
1,779
-222
174
$157K 0.1%
3,465
-1,824
175
$156K 0.1%
766
-259
5 6
7
8 9