RFA

Resurgent Financial Advisors Portfolio holdings

AUM $199M
1-Year Est. Return 19.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$1.5M
3
+$1.23M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.19M
5
AMZN icon
Amazon
AMZN
+$1.08M

Top Sells

1
+$1.38M
2
+$1.17M
3
+$723K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$463K
5
COP icon
ConocoPhillips
COP
+$365K

Sector Composition

1 Technology 18.18%
2 Healthcare 9.28%
3 Financials 8.86%
4 Energy 6.18%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.81%
9,237
+2,888
27
$1.26M 0.8%
8,330
+637
28
$1.23M 0.78%
8,199
29
$1.21M 0.77%
19,230
+15,890
30
$1.17M 0.75%
10,863
+2,576
31
$1.16M 0.74%
17,609
+112
32
$1.14M 0.72%
4,372
+432
33
$1.08M 0.69%
17,199
+1,563
34
$1.07M 0.68%
28,020
+2,270
35
$1.07M 0.68%
6,618
+3,973
36
$1.06M 0.68%
6,362
+1,703
37
$1.03M 0.66%
3,770
+238
38
$1.02M 0.65%
42,882
+16,443
39
$1.02M 0.65%
12,361
+263
40
$985K 0.63%
4,431
+994
41
$977K 0.62%
11,528
+1,137
42
$975K 0.62%
11,401
-54
43
$964K 0.61%
4,236
+266
44
$920K 0.59%
33,730
+24,050
45
$915K 0.58%
12,424
+451
46
$914K 0.58%
11,146
+3,766
47
$854K 0.54%
18,681
+1,800
48
$848K 0.54%
5,546
+789
49
$847K 0.54%
8,220
+538
50
$837K 0.53%
7,020
+566
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