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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
151
$378K 0.19%
2,339
+4
152
$378K 0.19%
+668
153
$372K 0.18%
5,507
+1,612
154
$365K 0.18%
20,000
155
$361K 0.18%
+3,950
156
$354K 0.17%
1,298
-99
157
$351K 0.17%
1,651
+7
158
$345K 0.17%
6,411
+1,985
159
$344K 0.17%
4,196
-316
160
$343K 0.17%
12,256
-3,478
161
$339K 0.17%
+8,236
162
$338K 0.17%
1,427
+195
163
$328K 0.16%
3,127
-442
164
$322K 0.16%
1,323
-79
165
$319K 0.16%
11,410
+1,732
166
$316K 0.16%
+3,226
167
$311K 0.15%
4,762
+7
168
$303K 0.15%
624
+101
169
$301K 0.15%
8,200
170
$300K 0.15%
10,301
-2,132
171
$299K 0.15%
+8,900
172
$298K 0.15%
+5,883
173
$290K 0.14%
1,424
+145
174
$283K 0.14%
578
-20
175
$281K 0.14%
+3,677
5 6
7
8 9