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RFA

Resurgent Financial Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.72M
3
+$897K
4
TSM icon
TSMC
TSM
+$780K
5
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$699K

Top Sells

1
+$834K
2
+$687K
3
+$597K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$579K
5
ALL icon
Allstate
ALL
+$554K

Sector Composition

1 Technology 17.43%
2 Financials 10.89%
3 Energy 5.65%
4 Communication Services 4.85%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 0.84%
19,778
-558
27
$1.7M 0.83%
28,649
+5,955
28
$1.64M 0.81%
4,979
-365
29
$1.63M 0.8%
34,818
-6,077
30
$1.6M 0.78%
13,214
-495
31
$1.59M 0.78%
2,162
+502
32
$1.55M 0.76%
10,815
-635
33
$1.54M 0.75%
9,891
-128
34
$1.52M 0.75%
29,063
-772
35
$1.4M 0.69%
11,807
+385
36
$1.31M 0.64%
6,751
-2,597
37
$1.3M 0.64%
10,860
-160
38
$1.27M 0.62%
3,728
-425
39
$1.24M 0.61%
28,615
+4,304
40
$1.22M 0.6%
16,181
-1,510
41
$1.21M 0.59%
5,856
+111
42
$1.2M 0.59%
6,226
-344
43
$1.17M 0.57%
17,229
-4,059
44
$1.14M 0.56%
1,232
-133
45
$1.11M 0.54%
12,344
+351
46
$1.09M 0.53%
5,220
-126
47
$1.06M 0.52%
13,503
+1,139
48
$1.03M 0.51%
4,277
-1,894
49
$1.03M 0.51%
16,479
-820
50
$1.03M 0.5%
2,306
+124
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2
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