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
$187M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$858K
3
+$599K
4
CSCO icon
Cisco
CSCO
+$577K
5
FCX icon
Freeport-McMoran
FCX
+$566K

Top Sells

1
+$1.42M
2
+$998K
3
+$919K
4
AAPL icon
Apple
AAPL
+$903K
5
CVS icon
CVS Health
CVS
+$573K

Sector Composition

1 Technology 13.18%
2 Financials 10.81%
3 Healthcare 9.95%
4 Energy 8.93%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.03M 3.71%
29,329
+164
2
$6.64M 3.5%
51,118
-6,953
3
$4.56M 2.4%
11,922
-293
4
$4.04M 2.13%
15,178
-1,932
5
$3.85M 2.03%
10,016
+2,232
6
$3.35M 1.77%
10,618
-75
7
$3.08M 1.62%
22,938
+472
8
$3.06M 1.61%
20,177
+6,697
9
$2.96M 1.56%
16,515
+484
10
$2.79M 1.47%
9,033
+904
11
$2.56M 1.35%
14,493
-522
12
$2.14M 1.13%
2,733
13
$2.05M 1.08%
23,183
-1,004
14
$2.02M 1.06%
18,173
+5,400
15
$1.91M 1.01%
22,742
+1,953
16
$1.89M 1%
15,995
+942
17
$1.87M 0.99%
12,347
+28
18
$1.78M 0.94%
27,328
19
$1.73M 0.91%
25,974
+1,175
20
$1.71M 0.9%
15,543
+1,774
21
$1.64M 0.86%
49,379
+1,072
22
$1.61M 0.85%
31,417
-17,939
23
$1.59M 0.84%
7,629
+101
24
$1.58M 0.83%
10,914
-32
25
$1.58M 0.83%
33,408
-4,347
1
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