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
$182M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$957K
2
+$714K
3
+$578K
4
IBM icon
IBM
IBM
+$511K
5
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$491K

Top Sells

1
+$724K
2
+$651K
3
+$610K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$577K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$425K

Sector Composition

1 Technology 17%
2 Financials 12.34%
3 Energy 6.37%
4 Healthcare 5.19%
5 Industrials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.55%
16,836
+7,170
52
$1.01M 0.55%
10,750
-16
53
$963K 0.53%
32,764
+6,810
54
$930K 0.51%
1,854
+89
55
$923K 0.51%
3,037
-21
56
$899K 0.49%
12,364
-10,773
57
$887K 0.49%
1,578
-40
58
$863K 0.47%
27,360
-4,329
59
$841K 0.46%
3,012
-552
60
$825K 0.45%
3,347
+306
61
$814K 0.45%
13,881
+9
62
$789K 0.43%
395
+28
63
$783K 0.43%
1,862
+2
64
$768K 0.42%
4,820
-69
65
$765K 0.42%
15,090
+2,976
66
$757K 0.42%
26,173
+2,825
67
$715K 0.39%
+7,119
68
$713K 0.39%
30,664
-2,836
69
$703K 0.39%
1,607
+23
70
$693K 0.38%
2,182
+433
71
$687K 0.38%
5,560
+140
72
$681K 0.37%
2,349
+48
73
$676K 0.37%
27,868
-302
74
$649K 0.36%
2,968
+1,137
75
$648K 0.36%
2,280
-157
1 2
3
4 5