RFA

Resurgent Financial Advisors Portfolio holdings

AUM $182M
1-Year Est. Return 18.61%
This Quarter Est. Return
1 Year Est. Return
+18.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$1.54M
3
+$1.25M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.19M
5
AMZN icon
Amazon
AMZN
+$1.13M

Top Sells

1
+$1.39M
2
+$1.17M
3
+$723K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$473K
5
COP icon
ConocoPhillips
COP
+$397K

Sector Composition

1 Technology 18.18%
2 Healthcare 9.28%
3 Financials 8.86%
4 Energy 6.18%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.4M 7.1%
31,548
-1,304
2
$9.58M 5.94%
54,860
+5,066
3
$7.63M 4.73%
24,733
+5,002
4
$6.17M 3.83%
13,654
+7,558
5
$3M 1.86%
14,637
-6,758
6
$2.86M 1.78%
20,580
+9,020
7
$2.85M 1.77%
114,838
-13,814
8
$2.84M 1.76%
6,256
+1,160
9
$2.61M 1.62%
19,143
+3,036
10
$2.54M 1.57%
15,560
+6,960
11
$2.52M 1.57%
7,273
+3,443
12
$2.45M 1.52%
8,194
+1,583
13
$2.42M 1.5%
14,846
+987
14
$2.19M 1.36%
6,214
+658
15
$1.86M 1.15%
10,495
+1,549
16
$1.82M 1.13%
35,225
+11,715
17
$1.8M 1.12%
17,991
-3,966
18
$1.71M 1.06%
10,572
+1,215
19
$1.63M 1.01%
14,727
+2,264
20
$1.63M 1.01%
39,621
+4,904
21
$1.57M 0.98%
8,527
+2,163
22
$1.57M 0.97%
31,602
+5,550
23
$1.52M 0.95%
3,667
+506
24
$1.47M 0.91%
6,624
+1,791
25
$1.45M 0.9%
27,328
1
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