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
$150M
AUM Growth
-$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.31M
3
+$1.23M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.21M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.02M

Top Sells

1
+$1.75M
2
+$787K
3
+$684K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$665K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$556K

Sector Composition

1 Technology 14.61%
2 Healthcare 10.38%
3 Financials 8.59%
4 Energy 6.64%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
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