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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
VTIP icon
176
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18.9B
$382K 0.14%
7,644
+125
CTAS icon
177
Cintas
CTAS
$73.7B
$377K 0.14%
2,227
+12
GOOG icon
178
Alphabet (Google) Class C
GOOG
$4.28T
$366K 0.13%
1,276
-2
ORCL icon
179
Oracle
ORCL
$515B
$362K 0.13%
2,459
+19
MTB icon
180
M&T Bank
MTB
$33.4B
$357K 0.13%
1,728
-1
VOO icon
181
Vanguard S&P 500 ETF
VOO
$969B
$355K 0.13%
594
-2
PHYS icon
182
Sprott Physical Gold
PHYS
$15B
$354K 0.13%
+10,000
LQD icon
183
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
$348K 0.13%
3,195
+374
ALB icon
184
Albemarle
ALB
$18.8B
$347K 0.13%
1,933
+5
LSGR icon
185
Natixis Loomis Sayles Focused Growth ETF
LSGR
$851M
$345K 0.13%
8,754
+3,729
XLF icon
186
State Street Financial Select Sector SPDR ETF
XLF
$49.4B
$343K 0.13%
6,948
-386
XLI icon
187
State Street Industrial Select Sector SPDR ETF
XLI
$30.6B
$338K 0.12%
+2,089
CEF icon
188
Sprott Physical Gold and Silver Trust
CEF
$7.89B
$338K 0.12%
7,080
-120
TT icon
189
Trane Technologies
TT
$102B
$336K 0.12%
806
-79
UTG icon
190
Reaves Utility Income Fund
UTG
$3.66B
$330K 0.12%
+8,393
PBR icon
191
Petrobras
PBR
$117B
$322K 0.12%
15,526
IJH icon
192
iShares Core S&P Mid-Cap ETF
IJH
$121B
$321K 0.12%
4,759
+75
NFLX icon
193
Netflix
NFLX
$343B
$319K 0.12%
3,313
+39
QTUM icon
194
Defiance Quantum ETF
QTUM
$5.81B
$317K 0.12%
2,958
+76
ISHG icon
195
iShares 1-3 Year International Treasury Bond ETF
ISHG
$896M
$311K 0.11%
4,191
+800
HELO icon
196
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.02B
$311K 0.11%
4,861
+124
XLV icon
197
State Street Health Care Select Sector SPDR ETF
XLV
$39.5B
$308K 0.11%
+2,100
WMB icon
198
Williams Companies
WMB
$87.8B
$308K 0.11%
4,229
+319
OHI icon
199
Omega Healthcare
OHI
$13.7B
$308K 0.11%
+7,022
SCHV
200
DELISTED
Schwab US Large-Cap Value ETF
SCHV
$300K 0.11%
9,824
-23
6 7
8
9 10