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
$161M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$996K
2
+$523K
3
+$522K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$483K
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$481K

Top Sells

1
+$2.92M
2
+$2.73M
3
+$2.33M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.76M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.66M

Sector Composition

1 Technology 18.51%
2 Financials 9.83%
3 Energy 7.56%
4 Healthcare 6.37%
5 Industrials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 0.94%
23,572
-10,436
27
$1.42M 0.88%
13,308
-4,906
28
$1.4M 0.87%
21,421
-4,665
29
$1.39M 0.86%
25,046
+3,570
30
$1.36M 0.84%
7,957
+2,827
31
$1.36M 0.84%
27,328
32
$1.33M 0.83%
5,320
+1,107
33
$1.31M 0.81%
28,004
-24,182
34
$1.27M 0.79%
12,795
-862
35
$1.24M 0.77%
4,719
-1,231
36
$1.2M 0.75%
4,740
-55
37
$1.18M 0.73%
1,383
+12
38
$1.14M 0.71%
3,662
-348
39
$1.1M 0.68%
15,559
+1,073
40
$1.1M 0.68%
11,316
-198
41
$1.08M 0.67%
22,190
-427
42
$1.06M 0.66%
31,108
+10,502
43
$980K 0.61%
5,941
-324
44
$972K 0.6%
13,379
-995
45
$923K 0.57%
2,390
-48
46
$895K 0.56%
9,160
-1,340
47
$873K 0.54%
18,600
+10,239
48
$870K 0.54%
4,416
-2,418
49
$865K 0.54%
5,390
+250
50
$852K 0.53%
4,680
+132
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