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
$161M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$996K
2
+$523K
3
+$522K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$483K
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$481K

Top Sells

1
+$2.92M
2
+$2.73M
3
+$2.33M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.76M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.66M

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
in Stake 		Capital Flow
201
– –
0
202
– –
-26,790
203
– –
-2,031
5 6 7 8
9