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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
$204M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.72M
3
+$897K
4
TSM icon
TSMC
TSM
+$780K
5
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$699K

Top Sells

1
+$834K
2
+$687K
3
+$597K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$579K
5
ALL icon
Allstate
ALL
+$554K

Sector Composition

1 Technology 17.43%
2 Financials 10.89%
3 Energy 5.65%
4 Communication Services 4.85%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$281K 0.14%
5,533
-9,557
177
$273K 0.13%
2,258
-87
178
$268K 0.13%
+1,587
179
$267K 0.13%
+1,465
180
$266K 0.13%
1,988
+38
181
$260K 0.13%
4,518
+741
182
$259K 0.13%
+1,011
183
$253K 0.12%
10,000
184
$249K 0.12%
415
+50
185
$247K 0.12%
+2,597
186
$244K 0.12%
1,001
-3
187
$243K 0.12%
5,642
188
$241K 0.12%
4,673
-877
189
$241K 0.12%
2,104
-51
190
$238K 0.12%
1,469
-586
191
$237K 0.12%
3,747
-390
192
$235K 0.12%
2,686
-1,042
193
$233K 0.11%
380
-24
194
$227K 0.11%
1,616
-382
195
$225K 0.11%
+5,067
196
$224K 0.11%
612
197
$218K 0.11%
+3,094
198
$216K 0.11%
+1,120
199
$215K 0.11%
+2,846
200
$212K 0.1%
1,893
-16
5 6 7
8
9