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
$163M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$923K
3
+$531K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$529K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$481K

Top Sells

1
+$653K
2
+$442K
3
+$425K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$384K
5
APD icon
Air Products & Chemicals
APD
+$365K

Sector Composition

1 Technology 16.76%
2 Financials 9.81%
3 Energy 8.13%
4 Healthcare 6.98%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$236K 0.14%
2,987
-35
152
$233K 0.14%
663
+69
153
$230K 0.14%
2,085
+1,706
154
$227K 0.14%
1,720
+702
155
$220K 0.14%
4,148
-22
156
$219K 0.13%
402
+139
157
$217K 0.13%
1,539
-62
158
$215K 0.13%
935
+69
159
$212K 0.13%
2,253
-37
160
$212K 0.13%
10,000
161
$210K 0.13%
1,424
+632
162
$208K 0.13%
5,876
-6
163
$206K 0.13%
3,188
+460
164
$204K 0.13%
2,293
+1,281
165
$201K 0.12%
3,994
+3,334
166
$199K 0.12%
2,532
-158
167
$199K 0.12%
1,039
-112
168
$195K 0.12%
2,407
+263
169
$192K 0.12%
+4,553
170
$192K 0.12%
410
+30
171
$192K 0.12%
971
+259
172
$182K 0.11%
1,216
-400
173
$181K 0.11%
3,356
-1,214
174
$180K 0.11%
4,198
-53
175
$179K 0.11%
3,489
-145
5 6
7
8 9