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
$167M
AUM Growth
-$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$660K
2
+$531K
3
+$500K
4
MS icon
Morgan Stanley
MS
+$496K
5
HOOD icon
Robinhood
HOOD
+$452K

Top Sells

1
+$1.09M
2
+$944K
3
+$585K
4
ORCL icon
Oracle
ORCL
+$488K
5
AWK icon
American Water Works
AWK
+$456K

Sector Composition

1 Technology 14.84%
2 Financials 12.81%
3 Energy 7.63%
4 Healthcare 6.34%
5 Communication Services 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.43M 5.06%
37,953
-598
2
$8.24M 4.95%
21,955
+135
3
$6.17M 3.7%
11,584
+63
4
$4.79M 2.88%
19,522
-396
5
$4.27M 2.56%
7,630
+950
6
$4.26M 2.56%
21,945
+1,165
7
$3.97M 2.38%
21,084
-451
8
$3.62M 2.17%
2,733
9
$3.49M 2.1%
32,212
-1,900
10
$3.02M 1.81%
15,881
+695
11
$2.95M 1.77%
19,059
+1,584
12
$2.86M 1.72%
5,085
-309
13
$2.47M 1.48%
6,738
-611
14
$2.32M 1.39%
22,066
+433
15
$2.19M 1.32%
47,521
+218
16
$2.14M 1.29%
12,927
-255
17
$2.07M 1.24%
23,563
-428
18
$2.02M 1.21%
16,989
-82
19
$1.75M 1.05%
22,014
-211
20
$1.72M 1.03%
25,936
+529
21
$1.67M 1%
6,147
-638
22
$1.65M 0.99%
9,891
-278
23
$1.63M 0.98%
9,553
+785
24
$1.59M 0.95%
4,531
+27
25
$1.57M 0.95%
33,637
-246
1
2 3 4 5