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
176
$205K 0.12%
12,240
-1,422
177
$203K 0.12%
6,167
+111
178
$203K 0.12%
395
-181
179
$200K 0.12%
+1,000
180
$198K 0.12%
20,000
181
$118K 0.07%
10,000
182
– –
-3,659
183
– –
-688
184
– –
-24,785
185
– –
-3,928
186
– –
-3,966
187
– –
-18,268
188
– –
-1,169
189
– –
-1,694
190
– –
-3,939
4 5 6 7
8