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
1
$8.61M 5.29%
22,895
+47
2
$7.83M 4.81%
40,685
-2,210
3
$3.85M 2.36%
8,059
-1,367
4
$3.57M 2.19%
21,009
-69
5
$3.19M 1.96%
8,949
+231
6
$2.89M 1.77%
8,330
-107
7
$2.83M 1.74%
17,132
-2,672
8
$2.65M 1.63%
15,538
+64
9
$2.55M 1.57%
17,107
+11
10
$2.25M 1.38%
16,095
+464
11
$2.23M 1.37%
14,678
-957
12
$2.17M 1.33%
9,009
-550
13
$2.11M 1.29%
18,141
+355
14
$2.04M 1.25%
13,003
+331
15
$1.93M 1.19%
26,662
+586
16
$1.75M 1.08%
31,389
+18,488
17
$1.75M 1.07%
3,681
-290
18
$1.73M 1.06%
34,960
+6,690
19
$1.58M 0.97%
31,296
+517
20
$1.57M 0.97%
23,726
-841
21
$1.54M 0.94%
14,083
+325
22
$1.52M 0.93%
10,229
-670
23
$1.49M 0.92%
14,924
+789
24
$1.43M 0.88%
2,733
25
$1.42M 0.87%
27,108
-774
1
2 3 4 5