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
$146M
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$522K
3
+$412K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$398K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$312K

Top Sells

1
+$1.67M
2
+$370K
3
+$338K
4
ASML icon
ASML
ASML
+$319K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$279K

Sector Composition

1 Technology 15.82%
2 Energy 10.14%
3 Financials 9.83%
4 Healthcare 7.53%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$124K 0.08%
4,054
-103
202
$123K 0.08%
1,958
-194
203
$123K 0.08%
1,783
+15
204
$122K 0.08%
3,094
205
$121K 0.08%
707
-18
206
$120K 0.08%
4,397
-1,210
207
$120K 0.08%
436
208
$118K 0.08%
1,617
+90
209
$118K 0.08%
259
+2
210
$118K 0.08%
3,205
+47
211
$116K 0.08%
590
-24
212
$115K 0.08%
3,474
+2,348
213
$114K 0.08%
2,074
-21
214
$111K 0.08%
1,175
215
$111K 0.08%
2,748
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216
$111K 0.08%
1,271
217
$110K 0.08%
3,150
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218
$110K 0.08%
1,530
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219
$110K 0.07%
170
-24
220
$109K 0.07%
428
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221
$109K 0.07%
380
-31
222
$106K 0.07%
521
-238
223
$102K 0.07%
2,066
+1,108
224
$100K 0.07%
+2,018
225
$96.5K 0.07%
264
-90
7 8
9
10 11