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
$146M
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$522K
3
+$412K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$398K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$312K

Top Sells

1
+$1.67M
2
+$370K
3
+$338K
4
ASML icon
ASML
ASML
+$319K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$279K

Sector Composition

1 Technology 15.82%
2 Energy 10.14%
3 Financials 9.83%
4 Healthcare 7.53%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$194K 0.13%
2,690
152
$191K 0.13%
3,993
+56
153
$189K 0.13%
1,128
+276
154
$188K 0.13%
7,024
155
$187K 0.13%
813
+43
156
$185K 0.13%
1,126
+77
157
$182K 0.12%
594
-194
158
$182K 0.12%
1,757
+1,122
159
$180K 0.12%
1,496
160
$175K 0.12%
1,120
-128
161
$173K 0.12%
866
-34
162
$173K 0.12%
341
-66
163
$168K 0.11%
1,791
-164
164
$168K 0.11%
4,251
+109
165
$167K 0.11%
380
-8
166
$161K 0.11%
2,881
-256
167
$161K 0.11%
2,144
+79
168
$160K 0.11%
1,654
+46
169
$160K 0.11%
788
170
$159K 0.11%
+1,560
171
$159K 0.11%
5,540
+611
172
$158K 0.11%
2,276
-22
173
$157K 0.11%
10,477
+1,299
174
$154K 0.11%
2,571
+159
175
$153K 0.1%
735
+4
5 6
7
8 9