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
$150M
AUM Growth
-$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.44M
3
+$1.31M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.23M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.1M

Top Sells

1
+$1.93M
2
+$787K
3
+$726K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$665K
5
DE icon
Deere & Co
DE
+$657K

Sector Composition

1 Technology 14.61%
2 Healthcare 10.38%
3 Financials 8.59%
4 Energy 6.64%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.93%
7,041
+417
27
$1.39M 0.93%
6,500
+2,730
28
$1.36M 0.91%
8,199
29
$1.35M 0.9%
15,053
-2,938
30
$1.32M 0.88%
22,259
+4,650
31
$1.31M 0.88%
+21,744
32
$1.23M 0.82%
+11,137
33
$1.16M 0.77%
9,192
+862
34
$1.15M 0.77%
12,641
+1,495
35
$1.12M 0.75%
14,421
+2,893
36
$1.1M 0.74%
35,020
+7,000
37
$1.09M 0.73%
13,323
+1,922
38
$1.08M 0.72%
7,072
+454
39
$1.04M 0.7%
11,049
+1,812
40
$1.02M 0.68%
+9,729
41
$1.01M 0.68%
4,515
+143
42
$1M 0.67%
11,682
-679
43
$999K 0.67%
+11,223
44
$946K 0.63%
10,237
-626
45
$878K 0.59%
42,183
-699
46
$858K 0.57%
7,766
+746
47
$818K 0.55%
9,113
-5,614
48
$808K 0.54%
15,929
+1,703
49
$794K 0.53%
48,000
50
$790K 0.53%
1,538
+98
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2
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