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
76
$585K 0.36%
766
-12
77
$560K 0.35%
+2,639
78
$543K 0.34%
1,230
+382
79
$540K 0.34%
+8,152
80
$534K 0.33%
1,488
+480
81
$532K 0.33%
2,128
+111
82
$530K 0.33%
21,674
+9,565
83
$526K 0.33%
+709
84
$510K 0.32%
2,780
-186
85
$497K 0.31%
2,343
+272
86
$494K 0.31%
+11,250
87
$493K 0.31%
4,744
-794
88
$473K 0.29%
6,472
+3,191
89
$472K 0.29%
4,407
+288
90
$471K 0.29%
3,490
+2,010
91
$466K 0.29%
3,340
+1,780
92
$433K 0.27%
+1,908
93
$433K 0.27%
+1,275
94
$431K 0.27%
+3,691
95
$430K 0.27%
+1,859
96
$425K 0.26%
+5,299
97
$422K 0.26%
23,526
-42
98
$415K 0.26%
+42,300
99
$401K 0.25%
+3,158
100
$401K 0.25%
3,024
-28
2 3
4
5 6