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
$149M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$385K
2
+$364K
3
+$307K
4
NTR icon
Nutrien
NTR
+$295K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$260K

Top Sells

1
+$1.75M
2
+$1.58M
3
+$1.57M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.35M

Sector Composition

1 Technology 15.92%
2 Financials 10.26%
3 Energy 9.55%
4 Healthcare 8.07%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$122K 0.08%
354
-275
202
$122K 0.08%
683
-68
203
$122K 0.08%
723
-32
204
$122K 0.08%
1,100
-135
205
$121K 0.08%
615
-9
206
$119K 0.08%
867
+659
207
$118K 0.08%
257
+1
208
$118K 0.08%
2,245
+1,173
209
$118K 0.08%
523
-429
210
$115K 0.08%
1,821
-1,256
211
$114K 0.08%
362
+20
212
$114K 0.08%
1,963
-164
213
$113K 0.08%
533
-920
214
$113K 0.08%
292
+33
215
$112K 0.07%
255
+78
216
$112K 0.07%
1,492
-285
217
$112K 0.07%
2,003
+1,071
218
$110K 0.07%
3,094
219
$109K 0.07%
1,333
220
$108K 0.07%
655
-123
221
$107K 0.07%
800
-1,774
222
$105K 0.07%
1,427
+148
223
$105K 0.07%
410
-539
224
$105K 0.07%
278
-95
225
$104K 0.07%
1,542
+1,026
7 8
9
10 11