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
$146M
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$522K
3
+$412K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$398K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$312K

Top Sells

1
+$1.67M
2
+$370K
3
+$338K
4
ASML icon
ASML
ASML
+$319K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$279K

Sector Composition

1 Technology 15.82%
2 Energy 10.14%
3 Financials 9.83%
4 Healthcare 7.53%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$152K 0.1%
387
-117
177
$151K 0.1%
3,463
178
$151K 0.1%
2,728
-70
179
$149K 0.1%
4,497
+95
180
$149K 0.1%
1,505
+72
181
$148K 0.1%
2,914
-3
182
$148K 0.1%
1,831
+1,375
183
$144K 0.1%
1,609
-153
184
$142K 0.1%
1,558
-389
185
$141K 0.1%
12,520
+3,200
186
$141K 0.1%
2,066
-4
187
$140K 0.1%
2,397
+179
188
$138K 0.09%
905
-189
189
$135K 0.09%
1,122
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190
$134K 0.09%
2,210
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191
$133K 0.09%
290
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192
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1,259
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193
$129K 0.09%
10,000
-2,000
194
$129K 0.09%
523
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195
$127K 0.09%
263
196
$126K 0.09%
1,194
+4
197
$126K 0.09%
1,018
+45
198
$126K 0.09%
3,203
199
$124K 0.08%
1,117
+57
200
$124K 0.08%
712
-153
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8
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