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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
SLDP icon
251
Solid Power
SLDP
$623M
$33.1K 0.01%
+11,050
BZAI
252
Blaize Holdings
BZAI
$212M
$30.9K 0.01%
17,000
+3,800
PLUG icon
253
Plug Power
PLUG
$3.89B
$28.3K 0.01%
+12,500
SIDU icon
254
Sidus Space
SIDU
$422M
$27.8K 0.01%
12,000
-100
GWH icon
255
ESS Tech
GWH
$24.1M
$18.3K 0.01%
+15,606
ARBE icon
256
Arbe Robotics
ARBE
$111M
$16.5K 0.01%
27,100
CRM icon
257
Salesforce
CRM
$135B
– –
-845
DIS icon
258
Walt Disney
DIS
$171B
– –
-2,061
EMB icon
259
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.4B
– –
-2,906
FXI icon
260
iShares China Large-Cap ETF
FXI
$5.39B
– –
-8,853
GE icon
261
GE Aerospace
GE
$338B
– –
-703
GLDM icon
262
SPDR Gold MiniShares Trust
GLDM
$27.8B
– –
-3,822
KKR icon
263
KKR & Co
KKR
$83.2B
– –
-3,908
MCO icon
264
Moody's
MCO
$77.2B
– –
-1,285
OEF icon
265
iShares S&P 100 ETF
OEF
$19.7B
– –
-1,168
XLG icon
266
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
– –
-14,144
BPRE
267
Bluerock Private Real Estate Fund
BPRE
– –
-10,234
AEM icon
268
Agnico Eagle Mines
AEM
$76.7B
– –
-1,587
CIBR icon
269
First Trust NASDAQ Cybersecurity ETF
CIBR
$13B
– –
-12,099
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