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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
$274M
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$7.19M
3
+$5.28M
4
LLY icon
Eli Lilly
LLY
+$3.83M
5
V icon
Visa
V
+$3.65M

Top Sells

1
+$864K
2
+$838K
3
+$656K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$576K
5
KKR icon
KKR & Co
KKR
+$498K

Sector Composition

1 Technology 19.45%
2 Financials 9.98%
3 Healthcare 8.77%
4 Communication Services 6.77%
5 Energy 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADP icon
51
Automatic Data Processing
ADP
$90.2B
$1.3M 0.48%
+6,417
SHYG icon
52
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.55B
$1.27M 0.46%
30,003
-1,234
AMGN icon
53
Amgen
AMGN
$191B
$1.26M 0.46%
3,583
+859
GNR icon
54
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.71B
$1.17M 0.43%
+15,730
NOW icon
55
ServiceNow
NOW
$106B
$1.17M 0.43%
+11,177
VIGI icon
56
Vanguard International Dividend Appreciation ETF
VIGI
$8.8B
$1.16M 0.42%
13,063
+580
SGOL icon
57
abrdn Physical Gold Shares ETF
SGOL
$7.18B
$1.15M 0.42%
25,741
-332
TSM icon
58
TSMC
TSM
$2.18T
$1.14M 0.42%
3,375
+573
VBR icon
59
Vanguard Small-Cap Value ETF
VBR
$36.3B
$1.14M 0.41%
5,239
-52
PYLD icon
60
PIMCO Multi Sector Bond Active ETF
PYLD
$13.9B
$1.08M 0.39%
41,046
+584
XLE icon
61
State Street Energy Select Sector SPDR ETF
XLE
$39B
$1.05M 0.38%
17,209
+4,621
APH icon
62
Amphenol
APH
$188B
$1.05M 0.38%
+8,276
CSCO icon
63
Cisco
CSCO
$480B
$1.04M 0.38%
13,444
+3,483
COWZ icon
64
Pacer US Cash Cows 100 ETF
COWZ
$18B
$1.01M 0.37%
16,106
+11,897
VZ icon
65
Verizon
VZ
$196B
$984K 0.36%
19,595
+663
O icon
66
Realty Income
O
$57.7B
$915K 0.33%
14,962
+603
VTI icon
67
Vanguard Total Stock Market ETF
VTI
$646B
$915K 0.33%
2,852
-155
TSLA icon
68
Tesla
TSLA
$1.5T
$904K 0.33%
2,431
-407
TJX icon
69
TJX Companies
TJX
$186B
$898K 0.33%
5,625
+6
SPDW icon
70
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.6B
$895K 0.33%
19,606
-711
DHR icon
71
Danaher
DHR
$128B
$895K 0.33%
4,718
-613
CB icon
72
Chubb
CB
$127B
$891K 0.32%
2,733
+605
MS icon
73
Morgan Stanley
MS
$335B
$876K 0.32%
5,322
-796
UBER icon
74
Uber
UBER
$142B
$868K 0.32%
+12,070
CME icon
75
CME Group
CME
$94.7B
$867K 0.32%
2,936
+16
1 2
3
4 5