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
126
$357K 0.21%
832
+22
127
$351K 0.21%
2,114
-263
128
$347K 0.21%
1,204
-395
129
$343K 0.21%
+1,658
130
$343K 0.21%
1,577
+23
131
$342K 0.21%
12,880
-3,511
132
$334K 0.2%
2,107
-5
133
$332K 0.2%
1,238
-52
134
$330K 0.2%
13,577
-4,665
135
$317K 0.19%
827
-33
136
$310K 0.19%
468
137
$307K 0.18%
6,156
-661
138
$301K 0.18%
5,153
+111
139
$297K 0.18%
+6,384
140
$296K 0.18%
4,793
+20
141
$291K 0.18%
601
+15
142
$287K 0.17%
1,599
+39
143
$284K 0.17%
3,597
-187
144
$282K 0.17%
+1,415
145
$282K 0.17%
4,616
-698
146
$279K 0.17%
3,688
-557
147
$274K 0.16%
1,706
+7
148
$273K 0.16%
10,000
149
$266K 0.16%
2,008
-29
150
$262K 0.16%
9,951
-1,837
4 5
6
7 8