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
151
$236K 0.15%
+4,704
152
$236K 0.15%
+1,101
153
$235K 0.15%
+1,557
154
$234K 0.15%
+937
155
$234K 0.15%
+4,126
156
$229K 0.14%
12,819
+1,621
157
$225K 0.14%
+12,230
158
$225K 0.14%
3,720
+110
159
$225K 0.14%
+6,725
160
$222K 0.14%
3,790
+120
161
$221K 0.14%
+2,232
162
$221K 0.14%
4,435
-13
163
$220K 0.14%
+847
164
$220K 0.14%
5,655
+190
165
$220K 0.14%
+3,546
166
$218K 0.14%
+1,698
167
$213K 0.13%
+889
168
$210K 0.13%
+1,482
169
$209K 0.13%
+89
170
$209K 0.13%
+3,760
171
$209K 0.13%
+2,003
172
$206K 0.13%
+723
173
$206K 0.13%
+2,650
174
$205K 0.13%
+1,015
175
$203K 0.13%
+3,294
4 5 6
7
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