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
126
$295K 0.18%
6,330
+5
127
$294K 0.18%
17,652
+7,004
128
$292K 0.18%
3,217
+40
129
$291K 0.18%
15,000
+200
130
$289K 0.18%
+4,873
131
$289K 0.18%
7,940
+550
132
$288K 0.18%
+2,162
133
$277K 0.17%
+2,043
134
$275K 0.17%
2,006
+551
135
$268K 0.17%
+4,270
136
$268K 0.17%
+4,507
137
$267K 0.17%
+2,449
138
$267K 0.17%
3,230
+510
139
$261K 0.16%
+3,768
140
$253K 0.16%
1,009
+193
141
$251K 0.16%
+2,000
142
$251K 0.16%
+3,710
143
$250K 0.16%
16,917
+1,391
144
$249K 0.15%
+1,420
145
$248K 0.15%
2,280
+58
146
$248K 0.15%
+5,372
147
$242K 0.15%
718
+233
148
$242K 0.15%
9,561
+1,203
149
$241K 0.15%
+3,660
150
$238K 0.15%
+1,908
4 5
6
7 8