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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
$274M
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$7.19M
3
+$5.28M
4
LLY icon
Eli Lilly
LLY
+$3.83M
5
V icon
Visa
V
+$3.65M

Top Sells

1
+$864K
2
+$838K
3
+$656K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$576K
5
KKR icon
KKR & Co
KKR
+$498K

Sector Composition

1 Technology 19.45%
2 Financials 9.98%
3 Healthcare 8.77%
4 Communication Services 6.77%
5 Energy 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
151
Advanced Micro Devices
AMD
$796B
$435K 0.16%
2,140
-6
TOLL icon
152
Tema Durable Quality ETF
TOLL
$49.4M
$435K 0.16%
12,899
+300
LIN icon
153
Linde
LIN
$238B
$431K 0.16%
870
+8
PBT
154
Permian Basin Royalty Trust
PBT
$1.34B
$430K 0.16%
20,000
TLH icon
155
iShares 10-20 Year Treasury Bond ETF
TLH
$11.2B
$427K 0.16%
4,238
-87
BLCR icon
156
BlackRock Large Cap Core ETF
BLCR
$5.97B
$427K 0.16%
+10,389
TMO icon
157
Thermo Fisher Scientific
TMO
$177B
$423K 0.15%
861
+171
APD icon
158
Air Products & Chemicals
APD
$61.9B
$422K 0.15%
1,454
-27
AVEM icon
159
Avantis Emerging Markets Equity ETF
AVEM
$25.6B
$417K 0.15%
5,179
+883
XLU icon
160
State Street Utilities Select Sector SPDR ETF
XLU
$22.6B
$417K 0.15%
+9,080
DUK icon
161
Duke Energy
DUK
$96.8B
$414K 0.15%
3,162
-40
TMUS icon
162
T-Mobile US
TMUS
$201B
$414K 0.15%
1,970
-7
GEV icon
163
GE Vernova
GEV
$244B
$412K 0.15%
+473
SPMO icon
164
Invesco S&P 500 Momentum ETF
SPMO
$20B
$412K 0.15%
3,675
+202
QQQM icon
165
Invesco NASDAQ 100 ETF
QQQM
$94.6B
$410K 0.15%
1,727
+5
HIW icon
166
Highwoods Properties
HIW
$3.34B
$410K 0.15%
19,153
-184
PANW icon
167
Palo Alto Networks
PANW
$228B
$407K 0.15%
2,538
+1,122
VYM icon
168
Vanguard High Dividend Yield ETF
VYM
$78.7B
$405K 0.15%
2,738
+1
UTHR icon
169
United Therapeutics
UTHR
$23.2B
$401K 0.15%
+677
PLTR icon
170
Palantir
PLTR
$314B
$399K 0.15%
2,730
+1,194
SCHM icon
171
Schwab US Mid-Cap ETF
SCHM
$14.7B
$395K 0.14%
12,760
-2,394
SYBT icon
172
Stock Yards Bancorp
SYBT
$2.21B
$395K 0.14%
5,954
IBM icon
173
IBM
IBM
$258B
$394K 0.14%
1,627
-73
MCD icon
174
McDonald's
MCD
$202B
$386K 0.14%
1,242
-23
FIX icon
175
Comfort Systems
FIX
$64.9B
$385K 0.14%
+279
5 6
7
8 9