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
$182M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$957K
2
+$714K
3
+$578K
4
IBM icon
IBM
IBM
+$511K
5
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$491K

Top Sells

1
+$724K
2
+$651K
3
+$610K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$577K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$425K

Sector Composition

1 Technology 17%
2 Financials 12.34%
3 Energy 6.37%
4 Healthcare 5.19%
5 Industrials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 0.83%
13,709
-1,620
27
$1.5M 0.82%
29,835
+276
28
$1.48M 0.81%
11,020
+920
29
$1.47M 0.81%
4,153
-378
30
$1.47M 0.81%
5,344
+174
31
$1.47M 0.81%
2,698
+468
32
$1.43M 0.79%
10,019
+128
33
$1.35M 0.74%
1,365
+31
34
$1.35M 0.74%
21,288
+7,204
35
$1.33M 0.73%
6,171
+4,756
36
$1.25M 0.69%
11,422
-1,108
37
$1.24M 0.68%
22,694
+1,124
38
$1.23M 0.67%
17,691
+812
39
$1.23M 0.67%
1,660
+114
40
$1.21M 0.66%
24,028
+5,860
41
$1.2M 0.66%
8,521
-3,384
42
$1.19M 0.65%
6,015
+269
43
$1.15M 0.63%
4,178
+183
44
$1.12M 0.62%
5,745
+341
45
$1.09M 0.6%
6,570
+6
46
$1.08M 0.6%
17,299
-132
47
$1.08M 0.59%
11,993
-91
48
$1.07M 0.59%
11,450
+594
49
$1.05M 0.58%
24,311
+78
50
$1.04M 0.57%
5,346
-52
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