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
76
$610K 0.37%
2,750
+90
77
$599K 0.36%
2,858
-393
78
$598K 0.36%
724
+26
79
$598K 0.36%
23,846
-1,437
80
$596K 0.36%
2,437
-19
81
$591K 0.36%
1,260
-2
82
$570K 0.34%
14,413
83
$548K 0.33%
4,490
84
$537K 0.32%
2,275
-294
85
$537K 0.32%
5,430
+14
86
$534K 0.32%
1,584
-33
87
$532K 0.32%
1,191
-174
88
$529K 0.32%
5,289
-4,521
89
$525K 0.32%
23,790
90
$522K 0.31%
9,666
+3,059
91
$512K 0.31%
2,863
-4
92
$502K 0.3%
7,973
+27
93
$500K 0.3%
+10,925
94
$498K 0.3%
2,772
-499
95
$497K 0.3%
5,536
+423
96
$495K 0.3%
5,278
+287
97
$475K 0.29%
4,815
-506
98
$474K 0.28%
2,458
+15
99
$470K 0.28%
5,027
-918
100
$469K 0.28%
12,872
+69
2 3
4
5 6