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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
126
$486K 0.24%
16,412
-3,172
127
$477K 0.23%
+4,737
128
$470K 0.23%
9,173
+483
129
$458K 0.22%
2,492
-489
130
$455K 0.22%
2,215
131
$451K 0.22%
4,675
132
$446K 0.22%
2,255
-876
133
$439K 0.22%
+11,200
134
$438K 0.22%
4,369
-9
135
$436K 0.21%
5,192
-1,044
136
$429K 0.21%
959
-1,739
137
$424K 0.21%
12,376
-286
138
$422K 0.21%
4,094
+1,228
139
$419K 0.21%
21,872
+11,604
140
$417K 0.2%
5,954
+3
141
$408K 0.2%
2,895
-37
142
$400K 0.2%
802
-588
143
$400K 0.2%
842
+11
144
$398K 0.2%
+6,617
145
$395K 0.19%
1,401
-584
146
$395K 0.19%
800
-31
147
$393K 0.19%
3,530
+61
148
$386K 0.19%
1,269
+4
149
$385K 0.19%
5,916
-1,332
150
$384K 0.19%
+1,154
4 5
6
7 8