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
$171M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$710K
3
+$627K
4
XOM icon
Exxon Mobil
XOM
+$563K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$500K

Top Sells

1
+$779K
2
+$740K
3
+$731K
4
EW icon
Edwards Lifesciences
EW
+$579K
5
HON icon
Honeywell
HON
+$523K

Sector Composition

1 Technology 16.78%
2 Financials 10.7%
3 Energy 6.91%
4 Healthcare 6.85%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$202K 0.12%
1,184
-26
177
$121K 0.07%
10,000
178
– –
-1,237
179
– –
-10,081
180
– –
-2,033
181
– –
-6,270
182
– –
-2,009
183
– –
-2,447
184
– –
-8,421
185
– –
-2,395
186
– –
-2,223
187
– –
-4,432
188
– –
-2,268
189
– –
-7,024
4 5 6 7
8