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
$157M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$1.54M
3
+$1.25M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.19M
5
AMZN icon
Amazon
AMZN
+$1.13M

Top Sells

1
+$1.39M
2
+$1.17M
3
+$723K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$473K
5
COP icon
ConocoPhillips
COP
+$397K

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 0.79%
9,237
+2,888
27
$1.26M 0.78%
8,330
+637
28
$1.23M 0.76%
2,733
29
$1.21M 0.75%
19,230
+15,890
30
$1.17M 0.73%
10,863
+2,576
31
$1.16M 0.72%
17,609
+112
32
$1.14M 0.71%
4,372
+432
33
$1.08M 0.67%
17,199
+1,563
34
$1.07M 0.67%
28,020
+2,270
35
$1.07M 0.67%
6,618
+3,973
36
$1.06M 0.66%
6,362
+1,703
37
$1.03M 0.64%
3,770
+238
38
$1.02M 0.63%
42,882
+16,443
39
$1.02M 0.63%
12,361
+263
40
$985K 0.61%
4,431
+994
41
$977K 0.61%
11,528
+1,137
42
$975K 0.61%
11,401
-54
43
$964K 0.6%
4,236
+266
44
$920K 0.57%
33,730
+24,050
45
$915K 0.57%
12,424
+451
46
$914K 0.57%
11,146
+3,766
47
$854K 0.53%
18,681
+1,800
48
$848K 0.53%
5,546
+789
49
$847K 0.53%
8,220
+538
50
$837K 0.52%
7,020
+566
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2
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