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
101
$463K 0.28%
8,845
-803
102
$461K 0.28%
16,191
+591
103
$458K 0.28%
15,461
104
$455K 0.27%
2,215
+60
105
$453K 0.27%
1,749
+260
106
$452K 0.27%
+10,856
107
$443K 0.27%
16,897
+2,544
108
$434K 0.26%
11,030
-1,184
109
$431K 0.26%
3,725
-48
110
$424K 0.25%
1,439
-95
111
$418K 0.25%
3,426
-100
112
$416K 0.25%
12,957
+676
113
$413K 0.25%
6,928
+332
114
$412K 0.25%
2,750
+42
115
$411K 0.25%
5,947
116
$407K 0.24%
8,968
-863
117
$406K 0.24%
2,889
+80
118
$404K 0.24%
867
119
$390K 0.23%
1,249
-8
120
$389K 0.23%
+411
121
$385K 0.23%
4,747
+2,152
122
$379K 0.23%
13,566
+1,088
123
$378K 0.23%
2,932
-80
124
$370K 0.22%
1,752
-72
125
$364K 0.22%
3,347
-68
3 4
5
6 7