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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
$274M
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$7.19M
3
+$5.28M
4
LLY icon
Eli Lilly
LLY
+$3.83M
5
V icon
Visa
V
+$3.65M

Top Sells

1
+$864K
2
+$838K
3
+$656K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$576K
5
KKR icon
KKR & Co
KKR
+$498K

Sector Composition

1 Technology 19.45%
2 Financials 9.98%
3 Healthcare 8.77%
4 Communication Services 6.77%
5 Energy 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MGC icon
226
Vanguard Mega Cap 300 Index ETF
MGC
$9.89B
$228K 0.08%
965
-29
CPA icon
227
Copa Holdings
CPA
$5.45B
$227K 0.08%
2,000
MTUM icon
228
iShares MSCI USA Momentum Factor ETF
MTUM
$26.5B
$226K 0.08%
943
IEUR icon
229
iShares Core MSCI Europe ETF
IEUR
$8.73B
$226K 0.08%
3,220
+262
IWB icon
230
iShares Russell 1000 ETF
IWB
$47.6B
$222K 0.08%
623
+11
MU icon
231
Micron Technology
MU
$1.07T
$220K 0.08%
651
-78
TGT icon
232
Target
TGT
$60B
$219K 0.08%
+1,807
PFG icon
233
Principal Financial Group
PFG
$23.8B
$218K 0.08%
2,414
+12
FSK icon
234
FS KKR Capital
FSK
$3.06B
$217K 0.08%
+21,362
VUG icon
235
Vanguard Growth ETF
VUG
$220B
$217K 0.08%
+2,982
SPYH
236
NEOS S&P 500 Hedged Equity Income ETF
SPYH
$28.7M
$213K 0.08%
4,046
TMFC icon
237
Motley Fool 100 Index ETF
TMFC
$1.98B
$204K 0.07%
3,094
QQQ icon
238
Invesco QQQ Trust
QQQ
$473B
$203K 0.07%
+352
NLR icon
239
VanEck Uranium + Nuclear Energy ETF
NLR
$4.45B
$203K 0.07%
+1,524
MGV icon
240
Vanguard Mega Cap Value ETF
MGV
$12.7B
$202K 0.07%
+1,392
RXRX icon
241
Recursion Pharmaceuticals
RXRX
$1.63B
$136K 0.05%
44,200
+23,900
EVG
242
Eaton Vance Short Duration Diversified Income Fund
EVG
$144M
$130K 0.05%
+12,149
MMT
243
MFS Multimarket Income Trust
MMT
$247M
$127K 0.05%
+27,443
TAIL icon
244
Cambria Tail Risk ETF
TAIL
$152M
$123K 0.04%
10,494
-6,895
ACP
245
abrdn Income Credit Strategies Fund
ACP
$662M
$102K 0.04%
+20,033
TE
246
T1 Energy Inc
TE
$2.2B
$63.7K 0.02%
14,500
IPWR icon
247
Ideal Power
IPWR
$96.5M
$56.7K 0.02%
+20,040
EOSE icon
248
Eos Energy Enterprises
EOSE
$2.14B
$50.3K 0.02%
+10,150
DNN icon
249
Denison Mines
DNN
$2.72B
$44.1K 0.02%
12,500
LAES icon
250
SEALSQ Corp
LAES
$704M
$41.3K 0.02%
15,750
+3,650
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