We are live on ! Find out more
RFA

Resurgent Financial Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.88M
3
+$1.63M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.39M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.37M

Top Sells

1
+$1.17M
2
+$535K
3
+$386K
4
ETN icon
Eaton
ETN
+$353K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$264K

Sector Composition

1 Technology 14.22%
2 Financials 9.43%
3 Energy 7.81%
4 Healthcare 6.17%
5 Consumer Staples 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-356
202
– –
-867
203
– –
-396
204
– –
-96
205
– –
-773
206
– –
-701
207
– –
-227
208
– –
-1,035
209
– –
-1,216
210
– –
-138
211
– –
-2,395
212
– –
-142
213
– –
-429
214
– –
-1,290
215
– –
-348
216
– –
-467
217
– –
-907
218
– –
-509
219
– –
-1,453
220
– –
-57
221
– –
-654
222
– –
-282
223
– –
-486
224
– –
-480
225
– –
-2,000
7 8
9
10 11