RFA
Resurgent Financial Advisors Portfolio holdings
AUM
$182M
1-Year Est. Return
18.61%
1 Year Est. Return
+18.61%
AUM
$182M
AUM Growth
+$15.6M
(+9.4%)
Holding
204
Top Buys
| 1 | +$1.03M | |
| 2 | +$715K | |
| 3 | +$585K | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$579K |
| 5 |
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
|
+$531K |
Top Sells
| 1 | +$783K | |
| 2 | +$677K | |
| 3 | +$624K | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$610K |
| 5 |
Morgan Stanley
MS
|
+$477K |
Sector Composition
| 1 | Technology | 17% |
| 2 | Financials | 12.34% |
| 3 | Energy | 6.37% |
| 4 | Healthcare | 5.19% |
| 5 | Industrials | 4.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Targa Resources
TRGP
$33.1B
| – | – |
-1,000
|
|
||
|
202
Vanguard Small-Cap ETF
VB
$68.4B
| – | – |
-2,750
|
|
||
203
Vanguard Mid-Cap Value ETF
VOE
$19.2B
| – | – |
-1,706
|
|
||
204
Materials Select Sector SPDR Fund
XLB
$5.5B
| – | – |
-2,408
|
|