RFA

Resurgent Financial Advisors Portfolio holdings

AUM $204M
1-Year Est. Return 19.84%
This Quarter Est. Return
1 Year Est. Return
+19.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
-$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$660K
2
+$531K
3
+$500K
4
MS icon
Morgan Stanley
MS
+$496K
5
HOOD icon
Robinhood
HOOD
+$452K

Top Sells

1
+$1.09M
2
+$944K
3
+$585K
4
ORCL icon
Oracle
ORCL
+$488K
5
AWK icon
American Water Works
AWK
+$456K

Sector Composition

1 Technology 14.84%
2 Financials 12.81%
3 Energy 7.63%
4 Healthcare 6.34%
5 Communication Services 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.91%
23,137
-2,296
27
$1.46M 0.88%
29,559
+266
28
$1.45M 0.87%
28,087
-248
29
$1.42M 0.85%
15,329
+312
30
$1.39M 0.83%
11,905
+4,251
31
$1.31M 0.79%
12,530
+98
32
$1.26M 0.76%
1,334
33
$1.2M 0.72%
4,714
+145
34
$1.2M 0.72%
16,879
+1,202
35
$1.18M 0.71%
5,746
+264
36
$1.11M 0.67%
17,431
-18
37
$1.11M 0.67%
3,564
-84
38
$1.1M 0.66%
2,230
+177
39
$1.06M 0.64%
3,995
+14
40
$1.05M 0.63%
21,570
+526
41
$1.03M 0.62%
24,233
+1,885
42
$1.03M 0.62%
5,404
+1,509
43
$1.01M 0.61%
10,766
-1,223
44
$1.01M 0.6%
5,398
+415
45
$1M 0.6%
12,084
+210
46
$956K 0.57%
6,564
-2,198
47
$945K 0.57%
31,689
+109
48
$942K 0.57%
10,100
+7,080
49
$914K 0.55%
18,168
+5,009
50
$891K 0.54%
1,546
+157
1
2
3 4 5