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
$149M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$385K
2
+$364K
3
+$307K
4
NTR icon
Nutrien
NTR
+$295K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$260K

Top Sells

1
+$1.75M
2
+$1.58M
3
+$1.57M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.35M

Sector Composition

1 Technology 15.92%
2 Financials 10.26%
3 Energy 9.55%
4 Healthcare 8.07%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.44M 4.95%
25,793
-3,536
2
$7.08M 4.71%
42,954
-8,164
3
$3.94M 2.62%
9,581
-435
4
$3.31M 2.2%
8,087
-3,835
5
$3.12M 2.08%
9,737
-5,441
6
$2.82M 1.88%
18,547
-1,630
7
$2.73M 1.82%
9,250
-1,368
8
$2.7M 1.8%
8,735
-298
9
$2.67M 1.78%
20,477
-2,461
10
$2.65M 1.77%
16,268
-247
11
$2.03M 1.35%
13,156
+809
12
$1.98M 1.32%
19,189
-3,553
13
$1.98M 1.32%
12,747
-1,746
14
$1.89M 1.26%
27,091
+1,117
15
$1.86M 1.24%
17,935
-5,248
16
$1.7M 1.13%
9,939
+258
17
$1.64M 1.09%
16,516
+521
18
$1.55M 1.03%
2,733
19
$1.54M 1.02%
29,377
+201
20
$1.51M 1%
27,328
21
$1.49M 0.99%
24,153
+50
22
$1.48M 0.99%
11,003
-2,168
23
$1.47M 0.98%
13,432
-2,111
24
$1.45M 0.96%
18,767
+120
25
$1.41M 0.94%
13,247
-4,926
1
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