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
$163M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$923K
3
+$531K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$529K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$481K

Top Sells

1
+$653K
2
+$442K
3
+$425K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$384K
5
APD icon
Air Products & Chemicals
APD
+$365K

Sector Composition

1 Technology 16.76%
2 Financials 9.81%
3 Energy 8.13%
4 Healthcare 6.98%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$144K 0.09%
2,146
+586
202
$144K 0.09%
916
-204
203
$143K 0.09%
3,878
-1,662
204
$142K 0.09%
984
-133
205
$141K 0.09%
429
-7
206
$140K 0.09%
6,014
+2,332
207
$140K 0.09%
317
+53
208
$140K 0.09%
1,423
+393
209
$139K 0.09%
741
+34
210
$138K 0.08%
3,094
211
$138K 0.08%
170
212
$137K 0.08%
1,027
-95
213
$135K 0.08%
1,793
+10
214
$134K 0.08%
431
+3
215
$132K 0.08%
260
+1
216
$131K 0.08%
1,566
-51
217
$129K 0.08%
1,271
218
$128K 0.08%
10,000
219
$128K 0.08%
3,118
-87
220
$126K 0.08%
1,615
-661
221
$126K 0.08%
867
+240
222
$125K 0.08%
323
-413
223
$124K 0.08%
1,880
-78
224
$123K 0.08%
4,028
-26
225
$122K 0.08%
1,175
7 8
9
10 11