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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
101
$605K 0.3%
6,021
-1,098
102
$601K 0.29%
6,061
-694
103
$588K 0.29%
17,214
+9,897
104
$584K 0.29%
+23,061
105
$582K 0.29%
5,807
-1,103
106
$575K 0.28%
14,413
107
$568K 0.28%
1,243
+2
108
$568K 0.28%
15,003
+78
109
$563K 0.28%
2,452
-895
110
$558K 0.27%
4,511
-592
111
$543K 0.27%
11,606
+80
112
$541K 0.27%
12,118
-244
113
$534K 0.26%
+10,819
114
$533K 0.26%
+21,323
115
$531K 0.26%
16,681
-780
116
$527K 0.26%
1,250
-357
117
$523K 0.26%
5,494
+220
118
$514K 0.25%
2,173
+22
119
$510K 0.25%
+3,376
120
$506K 0.25%
1,551
-300
121
$506K 0.25%
9,346
+4,016
122
$501K 0.25%
3,853
+122
123
$497K 0.24%
6,180
+2,745
124
$497K 0.24%
2,011
-719
125
$496K 0.24%
+7,620
3 4
5
6 7