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
$149M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$385K
2
+$364K
3
+$307K
4
NTR icon
Nutrien
NTR
+$295K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$260K

Top Sells

1
+$1.75M
2
+$1.58M
3
+$1.57M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.35M

Sector Composition

1 Technology 15.92%
2 Financials 10.26%
3 Energy 9.55%
4 Healthcare 8.07%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$156K 0.1%
3,089
-71
177
$151K 0.1%
758
-1,163
178
$151K 0.1%
1,994
+498
179
$150K 0.1%
1,570
-900
180
$150K 0.1%
2,418
-116
181
$147K 0.1%
1,585
+405
182
$147K 0.1%
734
-738
183
$146K 0.1%
55
-15
184
$144K 0.1%
785
-507
185
$144K 0.1%
865
+76
186
$144K 0.1%
1,804
-16
187
$143K 0.09%
2,340
188
$142K 0.09%
969
+477
189
$140K 0.09%
1,099
-666
190
$140K 0.09%
6,645
+372
191
$138K 0.09%
9,050
+6,000
192
$135K 0.09%
3,820
-3,487
193
$134K 0.09%
433
194
$129K 0.09%
3,204
-1,430
195
$128K 0.09%
605
-79
196
$128K 0.09%
191
-366
197
$126K 0.08%
1,768
-2,552
198
$126K 0.08%
943
-328
199
$124K 0.08%
7,612
+4
200
$124K 0.08%
2,456
-440
6 7
8
9 10