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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
1
$11.6M 5.68%
22,332
-205
2
$9.52M 4.67%
37,389
-1,306
3
$6.12M 3.01%
12,182
+358
4
$5.91M 2.9%
31,696
-661
5
$5.58M 2.74%
17,704
-2,311
6
$4.76M 2.34%
7,145
-98
7
$4.64M 2.28%
21,484
-261
8
$4.43M 2.17%
18,207
-311
9
$3.71M 1.82%
18,204
-1,438
10
$3.66M 1.8%
16,682
+354
11
$2.83M 1.39%
27,476
+641
12
$2.69M 1.32%
6,627
-307
13
$2.51M 1.23%
8,070
-60
14
$2.5M 1.23%
3,732
-348
15
$2.49M 1.22%
+23,000
16
$2.23M 1.09%
34,319
+1,609
17
$2.21M 1.09%
23,394
+254
18
$2.17M 1.07%
11,729
-1,357
19
$2.1M 1.03%
18,614
+251
20
$2.07M 1.02%
5,526
-721
21
$2.04M 1%
35,475
-38
22
$1.89M 0.93%
25,800
+855
23
$1.82M 0.89%
36,201
+12,173
24
$1.78M 0.87%
4,294
-117
25
$1.73M 0.85%
+22,653
1
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