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
$187M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$858K
3
+$599K
4
CSCO icon
Cisco
CSCO
+$577K
5
FCX icon
Freeport-McMoran
FCX
+$566K

Top Sells

1
+$1.42M
2
+$998K
3
+$919K
4
AAPL icon
Apple
AAPL
+$903K
5
CVS icon
CVS Health
CVS
+$573K

Sector Composition

1 Technology 13.18%
2 Financials 10.81%
3 Healthcare 9.95%
4 Energy 8.93%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$200K 0.11%
+2,390
202
$200K 0.11%
4,912
-240
203
$199K 0.1%
6,363
-2,827
204
$196K 0.1%
3,077
-1,939
205
$194K 0.1%
1,765
-735
206
$192K 0.1%
+775
207
$191K 0.1%
+8,848
208
$191K 0.1%
+1,858
209
$190K 0.1%
+13,472
210
$188K 0.1%
+2,956
211
$185K 0.1%
+3,978
212
$183K 0.1%
+2,896
213
$181K 0.1%
4,634
-1,930
214
$178K 0.09%
+2,480
215
$176K 0.09%
+1,039
216
$175K 0.09%
1,453
-3,150
217
$175K 0.09%
+4,510
218
$174K 0.09%
+2,273
219
$174K 0.09%
+14,932
220
$172K 0.09%
2,340
-400
221
$170K 0.09%
+4,206
222
$169K 0.09%
+684
223
$168K 0.09%
+14,112
224
$168K 0.09%
+2,335
225
$165K 0.09%
+2,868
7 8
9
10 11