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
$151M
AUM Growth
+$2.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$497K
2
+$412K
3
+$351K
4
APD icon
Air Products & Chemicals
APD
+$339K
5
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$338K

Top Sells

1
+$1.78M
2
+$1.32M
3
+$1.05M
4
VLO icon
Valero Energy
VLO
+$854K
5
MSFT icon
Microsoft
MSFT
+$803K

Sector Composition

1 Technology 17.47%
2 Financials 10.07%
3 Energy 8.54%
4 Healthcare 7.83%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$126K 0.08%
263
+8
202
$126K 0.08%
1,060
-39
203
$126K 0.08%
3,094
204
$125K 0.08%
852
-15
205
$125K 0.08%
602
-13
206
$124K 0.08%
358
-4
207
$123K 0.08%
430
-103
208
$123K 0.08%
257
209
$122K 0.08%
2,152
+189
210
$121K 0.08%
1,271
-299
211
$119K 0.08%
2,095
-150
212
$118K 0.08%
1,527
+100
213
$116K 0.08%
5,617
-1,028
214
$116K 0.08%
436
+3
215
$115K 0.08%
1,426
-378
216
$115K 0.08%
1,497
+5
217
$115K 0.08%
411
+1
218
$115K 0.08%
1,175
-604
219
$113K 0.07%
649
-6
220
$111K 0.07%
1,333
221
$110K 0.07%
+3,158
222
$109K 0.07%
+1,450
223
$107K 0.07%
3,247
+66
224
$106K 0.07%
272
+75
225
$106K 0.07%
1,619
+77
7 8
9
10 11