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
101
$400K 0.25%
8,280
102
$396K 0.25%
5,474
+1,693
103
$387K 0.24%
+3,623
104
$373K 0.23%
4,969
+919
105
$373K 0.23%
3,156
+514
106
$370K 0.23%
6,910
+1,190
107
$369K 0.23%
+7,450
108
$366K 0.23%
+3,612
109
$364K 0.23%
+7,335
110
$361K 0.22%
7,989
-395
111
$360K 0.22%
+2,353
112
$352K 0.22%
1,455
+240
113
$349K 0.22%
+9,459
114
$349K 0.22%
+1,337
115
$346K 0.21%
5,196
+1,181
116
$327K 0.2%
+2,762
117
$323K 0.2%
561
+172
118
$320K 0.2%
+269
119
$316K 0.2%
+3,022
120
$314K 0.19%
16,800
-960
121
$313K 0.19%
+1,885
122
$304K 0.19%
+4,899
123
$301K 0.19%
+4,073
124
$300K 0.19%
+821
125
$299K 0.19%
+2,400
3 4
5
6 7