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
$149M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$382K
2
+$352K
3
+$308K
4
ASML icon
ASML
ASML
+$290K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$255K

Top Sells

1
+$1.61M
2
+$1.58M
3
+$1.53M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.39M
5
AAPL icon
Apple
AAPL
+$1.2M

Sector Composition

1 Technology 15.92%
2 Financials 10.26%
3 Energy 9.55%
4 Healthcare 8.07%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$20.3K 0.01%
+360
477
$20.3K 0.01%
673
478
$20.3K 0.01%
106
-266
479
$20.2K 0.01%
+183
480
$20.1K 0.01%
735
-223
481
$20K 0.01%
616
-48
482
$20K 0.01%
55
-342
483
$20K 0.01%
315
-128
484
– –
-654
485
– –
-475
486
– –
-4,144
487
– –
-5,689
488
– –
-200
489
– –
-501
490
– –
-303
491
– –
-168
492
– –
-78
493
– –
-146
494
– –
-518
495
– –
-751
496
– –
-2,264
497
– –
-85
498
– –
-1,440
499
– –
-10,301
500
– –
-2,464
18 19
20
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