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
151
$258K 0.16%
519
+6
152
$256K 0.15%
1,831
-3,487
153
$256K 0.15%
9,000
154
$256K 0.15%
545
+2
155
$254K 0.15%
4,256
-244
156
$251K 0.15%
490
+39
157
$245K 0.15%
3,286
+22
158
$242K 0.15%
1,888
-1
159
$239K 0.14%
394
+16
160
$239K 0.14%
6,470
-198
161
$231K 0.14%
+2,551
162
$224K 0.13%
15,620
163
$224K 0.13%
1,778
-25
164
$221K 0.13%
+4,797
165
$219K 0.13%
709
-19
166
$218K 0.13%
5,217
-216
167
$218K 0.13%
1,393
-5
168
$217K 0.13%
+3,514
169
$217K 0.13%
+1,486
170
$216K 0.13%
2,336
+61
171
$212K 0.13%
+911
172
$212K 0.13%
5,608
-30
173
$209K 0.13%
+2,477
174
$207K 0.12%
+2,408
175
$206K 0.12%
+889
4 5 6
7
8