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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
201
$210K 0.1%
+699
202
$204K 0.1%
17,202
+62
203
$203K 0.1%
8,340
-5,519
204
$200K 0.1%
907
-8
205
$198K 0.1%
15,620
206
$32.5K 0.02%
+14,900
207
$29.5K 0.01%
+17,900
208
– –
-2,751
209
– –
-5,752
210
– –
-6,385
211
– –
-4,528
212
– –
-5,326
213
– –
-2,606
214
– –
-623
215
– –
-7,246
216
– –
-393
217
– –
-5,746
218
– –
-2,803
219
– –
-6,907
220
– –
-8,203
221
– –
-1,338
222
– –
-21,536
223
– –
-607
224
– –
-1,133
225
– –
-7,222
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