RFA
Resurgent Financial Advisors Portfolio holdings
AUM
$182M
1-Year Return
18.61%
This Quarter Return
+6.73%
1 Year Return
+18.61%
3 Year Return
+72.04%
5 Year Return
–
10 Year Return
–
AUM
$171M
AUM Growth
+$10.2M
(+6.3%)
Cap. Flow
+$768K
Cap. Flow
% of AUM
0.45%
Top 10 Holdings %
Top 10 Hldgs %
29.14%
Holding
189
New
17
Increased
67
Reduced
81
Closed
12
Top Buys
| 1 |
Intuitive Surgical
ISRG
|
$755K |
| 2 |
Mercado Libre
MELI
|
$710K |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$627K |
| 4 |
Exxon Mobil
XOM
|
$563K |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$500K |
Top Sells
| 1 |
CrowdStrike
CRWD
|
$779K |
| 2 |
Chevron
CVX
|
$740K |
| 3 |
Walt Disney
DIS
|
$731K |
| 4 |
Edwards Lifesciences
EW
|
$579K |
| 5 |
Honeywell
HON
|
$523K |
Sector Composition
| 1 | Technology | 16.78% |
| 2 | Financials | 10.7% |
| 3 | Energy | 6.91% |
| 4 | Healthcare | 6.85% |
| 5 | Consumer Discretionary | 4.81% |
