RFA

Resurgent Financial Advisors Portfolio holdings

AUM $199M
1-Year Est. Return 19.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$928K
2
+$522K
3
+$494K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$464K
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$458K

Top Sells

1
+$2.81M
2
+$2.74M
3
+$2.3M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.72M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.67M

Sector Composition

1 Technology 18.51%
2 Financials 9.83%
3 Energy 7.56%
4 Healthcare 6.37%
5 Industrials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
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