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
$163M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$923K
3
+$531K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$529K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$481K

Top Sells

1
+$653K
2
+$442K
3
+$425K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$384K
5
APD icon
Air Products & Chemicals
APD
+$365K

Sector Composition

1 Technology 16.76%
2 Financials 9.81%
3 Energy 8.13%
4 Healthcare 6.98%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$178K 0.11%
+3,080
177
$174K 0.11%
672
+362
178
$173K 0.11%
779
+44
179
$173K 0.11%
396
+9
180
$172K 0.11%
9,000
-3,000
181
$170K 0.1%
7,024
182
$169K 0.1%
1,572
-185
183
$167K 0.1%
3,688
-1,539
184
$164K 0.1%
2,780
-101
185
$164K 0.1%
11,320
-1,200
186
$162K 0.1%
907
+2
187
$161K 0.1%
2,487
-84
188
$161K 0.1%
718
-95
189
$161K 0.1%
4,468
-29
190
$153K 0.09%
1,502
-3
191
$152K 0.09%
331
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192
$152K 0.09%
2,394
-3
193
$151K 0.09%
2,021
-45
194
$151K 0.09%
1,372
-282
195
$150K 0.09%
2,209
-1
196
$148K 0.09%
8,846
-1,631
197
$148K 0.09%
606
-681
198
$146K 0.09%
1,569
-40
199
$145K 0.09%
613
+23
200
$145K 0.09%
4,292
-105
6 7
8
9 10