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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
$204M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.72M
3
+$897K
4
TSM icon
TSMC
TSM
+$780K
5
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$699K

Top Sells

1
+$834K
2
+$687K
3
+$597K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$579K
5
ALL icon
Allstate
ALL
+$554K

Sector Composition

1 Technology 17.43%
2 Financials 10.89%
3 Energy 5.65%
4 Communication Services 4.85%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.5%
15,538
-1,298
52
$993K 0.49%
3,026
-11
53
$986K 0.48%
6,200
-2,321
54
$985K 0.48%
10,349
-401
55
$958K 0.47%
35,702
+18,716
56
$938K 0.46%
4,731
-1,284
57
$923K 0.45%
12,149
+4,233
58
$917K 0.45%
13,882
+1
59
$908K 0.45%
1,597
+19
60
$891K 0.44%
+3,191
61
$871K 0.43%
34,202
+6,334
62
$859K 0.42%
+15,087
63
$852K 0.42%
26,685
+5,165
64
$849K 0.42%
23,957
+7,715
65
$816K 0.4%
5,648
+88
66
$801K 0.39%
419
+24
67
$790K 0.39%
2,924
-1,254
68
$784K 0.38%
1,715
-147
69
$777K 0.38%
18,167
+5,355
70
$770K 0.38%
20,931
-6,429
71
$752K 0.37%
32,060
+1,396
72
$750K 0.37%
13,038
+6,066
73
$742K 0.36%
1,558
-296
74
$734K 0.36%
962
+140
75
$732K 0.36%
4,761
-59
1 2
3
4 5