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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
76
$726K 0.36%
+11,936
77
$716K 0.35%
16,286
+7,099
78
$712K 0.35%
+13,607
79
$699K 0.34%
2,485
-483
80
$694K 0.34%
+8,317
81
$693K 0.34%
4,978
+2,385
82
$692K 0.34%
10,114
+5,320
83
$687K 0.34%
24,259
-8,505
84
$682K 0.33%
533
+2
85
$681K 0.33%
+34,380
86
$675K 0.33%
+21,362
87
$661K 0.32%
2,250
-30
88
$660K 0.32%
2,340
-672
89
$656K 0.32%
23,238
-2,935
90
$654K 0.32%
4,489
91
$652K 0.32%
13,986
+595
92
$643K 0.32%
2,778
-63
93
$643K 0.32%
12,069
+3,090
94
$635K 0.31%
13,692
+7,141
95
$627K 0.31%
23,790
96
$621K 0.3%
2,593
-13
97
$619K 0.3%
+12,626
98
$617K 0.3%
+25,750
99
$611K 0.3%
2,165
-184
100
$611K 0.3%
+40,581
2 3
4
5 6