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
$151M
AUM Growth
+$2.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$497K
2
+$412K
3
+$351K
4
APD icon
Air Products & Chemicals
APD
+$339K
5
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$338K

Top Sells

1
+$1.78M
2
+$1.32M
3
+$1.05M
4
VLO icon
Valero Energy
VLO
+$854K
5
MSFT icon
Microsoft
MSFT
+$803K

Sector Composition

1 Technology 17.47%
2 Financials 10.07%
3 Energy 8.54%
4 Healthcare 7.83%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$151K 0.1%
2,070
+76
177
$150K 0.1%
4,058
-3,097
178
$150K 0.1%
4,929
-1,962
179
$149K 0.1%
865
180
$149K 0.1%
55
181
$148K 0.1%
2,917
-172
182
$146K 0.1%
9,178
-1,372
183
$146K 0.1%
4,157
+337
184
$144K 0.1%
1,433
-2,447
185
$143K 0.09%
7,612
186
$142K 0.09%
354
187
$141K 0.09%
2,459
+3
188
$140K 0.09%
527
+4
189
$139K 0.09%
614
+9
190
$139K 0.09%
973
+4
191
$138K 0.09%
1,190
-404
192
$137K 0.09%
725
+2
193
$136K 0.09%
2,218
+707
194
$135K 0.09%
1,762
-59
195
$134K 0.09%
194
+3
196
$132K 0.09%
1,156
+217
197
$130K 0.09%
3,203
-1
198
$128K 0.08%
1,768
199
$127K 0.08%
9,320
+270
200
$127K 0.08%
292
6 7
8
9 10