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RFA
Resurgent Financial Advisors Portfolio holdings
AUM
$277M
1-Year Est. Return
21.5%
This Fund
S&P 500
This Quarter
Est. Return
+10.7%
1 Year Est. Return
+21.5%
3 Year Est. Return
+70.42%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$125M
AUM Growth
–
Cap. Flow
+$143M
Cap. Flow
% of AUM
113.8%
Top 10 Holdings %
Top 10 Hldgs %
39.45%
Holding
130
New
130
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$12.7M |
| 2 |
Apple
AAPL
|
+$7.87M |
| 3 |
Microsoft
MSFT
|
+$6.4M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$4.83M |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$3.28M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 15.82% |
| 2 | Financials | 10.06% |
| 3 | Healthcare | 6.59% |
| 4 | Energy | 5.9% |
| 5 | Consumer Discretionary | 4.54% |
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Resurgent Financial Advisors's Q4 2021 Portfolio in Review
Q4 2021 is the first quarter with a 13F filing on record for Resurgent Financial Advisors, which disclosed 130 positions worth $125M. Its ten largest holdings account for 39% of the portfolio.
Its largest position is Invesco QQQ Trust: 32,852 shares worth $13.1M.
By sector, the portfolio is most concentrated in Technology at 16% of assets, followed by Financials and Healthcare.
- Resurgent Financial Advisors's largest Q4 2021 buy was Invesco QQQ Trust: 32,852 shares worth $13.1M.
- Resurgent Financial Advisors's ten largest holdings make up 39% of its $125M portfolio in Q4 2021.
- Resurgent Financial Advisors disclosed 130 positions in Q4 2021, its first 13F filing on record.
Based on Resurgent Financial Advisors's 13F filing for Q4 2021, filed 16 May 2022.