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
$187M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$858K
3
+$599K
4
CSCO icon
Cisco
CSCO
+$577K
5
FCX icon
Freeport-McMoran
FCX
+$566K

Top Sells

1
+$1.42M
2
+$998K
3
+$919K
4
AAPL icon
Apple
AAPL
+$903K
5
CVS icon
CVS Health
CVS
+$573K

Sector Composition

1 Technology 13.18%
2 Financials 10.81%
3 Healthcare 9.95%
4 Energy 8.93%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$230K 0.12%
15,000
-1,377
177
$229K 0.12%
4,487
-44
178
$227K 0.12%
4,144
+240
179
$226K 0.12%
+952
180
$223K 0.12%
+4,467
181
$222K 0.12%
+5,289
182
$221K 0.12%
4,735
-1,095
183
$219K 0.12%
+4,612
184
$217K 0.11%
+1,292
185
$215K 0.11%
+3,059
186
$215K 0.11%
20,204
+3,300
187
$214K 0.11%
3,368
-295
188
$213K 0.11%
+799
189
$212K 0.11%
764
-197
190
$212K 0.11%
+650
191
$211K 0.11%
+629
192
$209K 0.11%
+2,602
193
$208K 0.11%
+2,482
194
$207K 0.11%
+9,370
195
$207K 0.11%
+4,700
196
$205K 0.11%
1,308
-45
197
$205K 0.11%
10,093
198
$204K 0.11%
+4,405
199
$202K 0.11%
699
-634
200
$201K 0.11%
+966
6 7
8
9 10