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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
$182M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$957K
2
+$714K
3
+$578K
4
IBM icon
IBM
IBM
+$511K
5
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$491K

Top Sells

1
+$724K
2
+$651K
3
+$610K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$577K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$425K

Sector Composition

1 Technology 17%
2 Financials 12.34%
3 Energy 6.37%
4 Healthcare 5.19%
5 Industrials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$222K 0.12%
+5,642
177
$212K 0.12%
523
+4
178
$211K 0.12%
+7,317
179
$209K 0.12%
915
+26
180
$208K 0.11%
3,777
-12,291
181
$208K 0.11%
+612
182
$206K 0.11%
17,140
+7,140
183
$201K 0.11%
365
-180
184
$200K 0.11%
+1,133
185
$195K 0.11%
15,620
186
$195K 0.11%
+10,268
187
– –
-827
188
– –
-1,577
189
– –
-468
190
– –
-411
191
– –
-4,616
192
– –
-2,551
193
– –
-1,204
194
– –
-3,514
195
– –
-1,778
196
– –
-911
197
– –
-2,477
198
– –
-12,240
199
– –
-13,566
200
– –
-2,114
5 6 7
8
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