RFA

Resurgent Financial Advisors Portfolio holdings

AUM $182M
1-Year Est. Return 18.61%
This Quarter Est. Return
1 Year Est. Return
+18.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$1.54M
3
+$1.25M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.19M
5
AMZN icon
Amazon
AMZN
+$1.13M

Top Sells

1
+$1.39M
2
+$1.17M
3
+$723K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$473K
5
COP icon
ConocoPhillips
COP
+$397K

Sector Composition

1 Technology 18.18%
2 Healthcare 9.28%
3 Financials 8.86%
4 Energy 6.18%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$805K 0.5%
20,825
+375
52
$801K 0.5%
10,257
+3,867
53
$798K 0.5%
14,306
+4,833
54
$789K 0.49%
3,316
+673
55
$787K 0.49%
15,814
+5,378
56
$774K 0.48%
17,424
+1,804
57
$752K 0.47%
6,390
+682
58
$748K 0.46%
14,634
+221
59
$745K 0.46%
14,259
+732
60
$735K 0.46%
1,440
+576
61
$731K 0.45%
4,156
+826
62
$724K 0.45%
14,226
+3,589
63
$712K 0.44%
3,330
+113
64
$698K 0.43%
6,215
+1,789
65
$688K 0.43%
2,841
+69
66
$665K 0.41%
+952
67
$665K 0.41%
21,912
-192
68
$664K 0.41%
13,403
+5,137
69
$662K 0.41%
19,308
+274
70
$661K 0.41%
14,127
+2,630
71
$635K 0.39%
6,282
+3,095
72
$613K 0.38%
6,070
+270
73
$604K 0.37%
+5,431
74
$600K 0.37%
48,000
75
$592K 0.37%
1,656
+562
1 2
3
4 5