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
$151M
AUM Growth
+$2.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$497K
2
+$412K
3
+$351K
4
APD icon
Air Products & Chemicals
APD
+$339K
5
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$338K

Top Sells

1
+$1.78M
2
+$1.32M
3
+$1.05M
4
VLO icon
Valero Energy
VLO
+$854K
5
MSFT icon
Microsoft
MSFT
+$803K

Sector Composition

1 Technology 17.47%
2 Financials 10.07%
3 Energy 8.54%
4 Healthcare 7.83%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$191K 0.13%
1,955
+174
152
$190K 0.13%
1,094
-1
153
$189K 0.12%
3,137
-109
154
$188K 0.12%
2,298
-259
155
$187K 0.12%
3,536
+1,196
156
$187K 0.12%
10,093
157
$186K 0.12%
1,496
158
$184K 0.12%
900
+2
159
$181K 0.12%
596
-19
160
$177K 0.12%
388
+17
161
$175K 0.12%
+1,290
162
$175K 0.12%
1,608
+7
163
$170K 0.11%
4,142
+20
164
$165K 0.11%
731
-3
165
$164K 0.11%
4,402
-428
166
$163K 0.11%
12,000
-3,000
167
$162K 0.11%
7,024
+5
168
$161K 0.11%
5,607
-36,583
169
$160K 0.11%
759
+1
170
$160K 0.11%
3,463
-2
171
$160K 0.11%
770
+4
172
$159K 0.11%
2,065
-48
173
$159K 0.1%
2,798
-1
174
$151K 0.1%
2,412
-6
175
$151K 0.1%
788
+3
5 6
7
8 9