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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
$274M
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$7.19M
3
+$5.28M
4
LLY icon
Eli Lilly
LLY
+$3.83M
5
V icon
Visa
V
+$3.65M

Top Sells

1
+$864K
2
+$838K
3
+$656K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$576K
5
KKR icon
KKR & Co
KKR
+$498K

Sector Composition

1 Technology 19.45%
2 Financials 9.98%
3 Healthcare 8.77%
4 Communication Services 6.77%
5 Energy 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XBI icon
76
State Street SPDR S&P Biotech ETF
XBI
$7.97B
$863K 0.31%
6,755
+4,853
ABBV icon
77
AbbVie
ABBV
$399B
$858K 0.31%
3,946
+1,192
MBB icon
78
iShares MBS ETF
MBB
$38.4B
$850K 0.31%
8,955
-197
SDIV icon
79
Global X SuperDividend ETF
SDIV
$1.22B
$831K 0.3%
32,879
+1,043
IWM icon
80
iShares Russell 2000 ETF
IWM
$79B
$817K 0.3%
3,296
+20
SPYI icon
81
NEOS S&P 500 High Income ETF
SPYI
$9.78B
$817K 0.3%
16,540
+419
UTES icon
82
Virtus Reaves Utilities ETF
UTES
$1.33B
$815K 0.3%
10,198
+329
PFF icon
83
iShares Preferred and Income Securities ETF
PFF
$13.5B
$806K 0.29%
26,587
+705
RYLD icon
84
Global X Russell 2000 Covered Call ETF
RYLD
$1.34B
$772K 0.28%
51,654
+1,892
SCHZ icon
85
Schwab US Aggregate Bond ETF
SCHZ
$10.4B
$762K 0.28%
32,799
+1,635
PDI icon
86
PIMCO Dynamic Income Fund
PDI
$7.57B
$760K 0.28%
44,409
+1,338
KMI icon
87
Kinder Morgan
KMI
$70.9B
$759K 0.28%
22,632
-1,218
MKL icon
88
Markel Group
MKL
$23.1B
$756K 0.28%
395
EFV icon
89
iShares MSCI EAFE Value ETF
EFV
$26.2B
$751K 0.27%
10,107
-4,425
PG icon
90
Procter & Gamble
PG
$346B
$737K 0.27%
5,103
+142
QUAL icon
91
iShares MSCI USA Quality Factor ETF
QUAL
$45.7B
$732K 0.27%
3,814
+95
IBIT icon
92
iShares Bitcoin Trust
IBIT
$48.4B
$726K 0.26%
18,900
-6,230
MSI icon
93
Motorola Solutions
MSI
$68.1B
$720K 0.26%
1,658
+1
BOTZ icon
94
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.41B
$704K 0.26%
21,190
-2,079
JPIE icon
95
JPMorgan Income ETF
JPIE
$9.33B
$698K 0.25%
15,148
+148
GOVT icon
96
iShares US Treasury Bond ETF
GOVT
$42.5B
$693K 0.25%
+30,253
SCHX icon
97
Schwab US Large- Cap ETF
SCHX
$70B
$693K 0.25%
27,027
+3,237
DE icon
98
Deere & Co
DE
$152B
$692K 0.25%
1,229
-3
SCHG icon
99
Schwab US Large-Cap Growth ETF
SCHG
$57.4B
$687K 0.25%
23,574
-4,603
MRK icon
100
Merck
MRK
$300B
$656K 0.24%
5,453
+1,749
2 3
4
5 6