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
176
$203K 0.13%
+2,600
177
$202K 0.13%
+444
178
$201K 0.12%
+3,198
179
$200K 0.12%
+4,337
180
$200K 0.12%
+1,532
181
$180K 0.11%
+32,939
182
$161K 0.1%
+16,500
183
$156K 0.1%
10,093
184
$116K 0.07%
+17,776
185
$66K 0.04%
10,000
186
$59K 0.04%
+38,000
187
$35K 0.02%
10,000
188
– –
-4,600
189
– –
-6,611
190
– –
-8,421
191
– –
-3,200
192
– –
0
193
– –
-11,943
194
– –
-7,902
195
– –
-2,736
196
– –
-2,600
197
– –
0
4 5 6 7
8