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
$171M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$710K
3
+$627K
4
XOM icon
Exxon Mobil
XOM
+$563K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$500K

Top Sells

1
+$779K
2
+$740K
3
+$731K
4
EW icon
Edwards Lifesciences
EW
+$579K
5
HON icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$256K 0.15%
2,107
-82
152
$253K 0.15%
1,516
153
$250K 0.15%
10,000
154
$239K 0.14%
+2,097
155
$239K 0.14%
+378
156
$238K 0.14%
1,803
157
$238K 0.14%
20,000
158
$238K 0.14%
1,934
-317
159
$236K 0.14%
733
+92
160
$235K 0.14%
2,802
+188
161
$233K 0.14%
+1,556
162
$229K 0.13%
+2,446
163
$228K 0.13%
+5,028
164
$228K 0.13%
6,559
-1,050
165
$227K 0.13%
6,840
-3,785
166
$227K 0.13%
4,383
-1,685
167
$225K 0.13%
15,620
168
$224K 0.13%
3,589
-610
169
$223K 0.13%
+422
170
$220K 0.13%
+9,000
171
$217K 0.13%
+2,532
172
$214K 0.13%
302
173
$213K 0.12%
+5,366
174
$211K 0.12%
+1,080
175
$206K 0.12%
858
-57
4 5 6
7
8