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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
$274M
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$7.19M
3
+$5.28M
4
LLY icon
Eli Lilly
LLY
+$3.83M
5
V icon
Visa
V
+$3.65M

Top Sells

1
+$864K
2
+$838K
3
+$656K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$576K
5
KKR icon
KKR & Co
KKR
+$498K

Sector Composition

1 Technology 19.45%
2 Financials 9.98%
3 Healthcare 8.77%
4 Communication Services 6.77%
5 Energy 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COF icon
201
Capital One
COF
$111B
$299K 0.11%
1,641
-10
CTA icon
202
Simplify Managed Futures Strategy ETF
CTA
$1.55B
$298K 0.11%
9,866
-803
SHLD icon
203
Global X Defense Tech ETF
SHLD
$7.79B
$296K 0.11%
+4,182
KTOS icon
204
Kratos Defense & Security Solutions
KTOS
$10.8B
$294K 0.11%
4,168
-64
VXUS icon
205
Vanguard Total International Stock ETF
VXUS
$151B
$292K 0.11%
+3,788
IEFA icon
206
iShares Core MSCI EAFE ETF
IEFA
$185B
$292K 0.11%
+3,224
ED icon
207
Consolidated Edison
ED
$39.8B
$291K 0.11%
+2,574
RSHO icon
208
Tema U.S. Manufacturing & Reshoring ETF
RSHO
$282M
$287K 0.1%
5,757
CRWD icon
209
CrowdStrike
CRWD
$176B
$287K 0.1%
734
+260
LQDA icon
210
Liquidia Corp
LQDA
$6.37B
$283K 0.1%
7,500
WY icon
211
Weyerhaeuser
WY
$17.3B
$278K 0.1%
11,386
+1,310
ARLP icon
212
Alliance Resource Partners
ARLP
$3.22B
$277K 0.1%
10,000
EFG icon
213
iShares MSCI EAFE Growth ETF
EFG
$16.5B
$274K 0.1%
+2,461
ABT icon
214
Abbott
ABT
$157B
$264K 0.1%
2,570
+575
GLD icon
215
SPDR Gold Trust
GLD
$137B
$256K 0.09%
+596
CVS icon
216
CVS Health
CVS
$127B
$255K 0.09%
3,548
+106
PM icon
217
Philip Morris
PM
$286B
$254K 0.09%
1,535
+12
TRGP icon
218
Targa Resources
TRGP
$58.2B
$251K 0.09%
+1,000
BMY icon
219
Bristol-Myers Squibb
BMY
$117B
$248K 0.09%
4,094
-263
LAND
220
Gladstone Land Corp
LAND
$393M
$247K 0.09%
+24,192
BX icon
221
Blackstone
BX
$146B
$246K 0.09%
+2,141
BAC icon
222
Bank of America
BAC
$392B
$244K 0.09%
5,014
-7,295
KO icon
223
Coca-Cola
KO
$360B
$240K 0.09%
3,153
+235
LOW icon
224
Lowe's Companies
LOW
$124B
$233K 0.09%
+988
IBKR icon
225
Interactive Brokers
IBKR
$39.2B
$233K 0.08%
+3,474
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