RFA

Resurgent Financial Advisors Portfolio holdings

AUM $204M
1-Year Est. Return 19.84%
This Quarter Est. Return
1 Year Est. Return
+19.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
-$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$660K
2
+$531K
3
+$500K
4
MS icon
Morgan Stanley
MS
+$496K
5
HOOD icon
Robinhood
HOOD
+$452K

Top Sells

1
+$1.09M
2
+$944K
3
+$585K
4
ORCL icon
Oracle
ORCL
+$488K
5
AWK icon
American Water Works
AWK
+$456K

Sector Composition

1 Technology 14.84%
2 Financials 12.81%
3 Energy 7.63%
4 Healthcare 6.34%
5 Communication Services 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$887K 0.53%
1,618
+3
52
$880K 0.53%
16,068
-194
53
$866K 0.52%
5,170
+185
54
$840K 0.5%
3,058
+31
55
$833K 0.5%
4,889
+9
56
$833K 0.5%
13,872
-120
57
$830K 0.5%
14,084
-4,092
58
$822K 0.49%
1,765
-17
59
$815K 0.49%
9,076
-711
60
$814K 0.49%
1,860
-430
61
$776K 0.47%
33,500
+1,413
62
$747K 0.45%
29,850
+2,601
63
$740K 0.44%
25,954
-28
64
$736K 0.44%
3,041
-38
65
$714K 0.43%
28,170
+3,031
66
$704K 0.42%
1,345
+41
67
$698K 0.42%
7,931
-584
68
$695K 0.42%
2,301
-272
69
$686K 0.41%
367
-4
70
$683K 0.41%
2,560
-24
71
$660K 0.4%
23,348
+13,686
72
$660K 0.4%
5,420
-47
73
$654K 0.39%
530
+1
74
$616K 0.37%
11,190
-751
75
$613K 0.37%
12,114
-48
1 2
3
4 5