RF

Robbins Farley Portfolio holdings

AUM $241M
1-Year Est. Return 23.72%
This Quarter Est. Return
1 Year Est. Return
+23.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.15M
3
+$2.21M
4
AMZN icon
Amazon
AMZN
+$2.06M
5
UBER icon
Uber
UBER
+$1.63M

Top Sells

1
+$3.42M
2
+$3.24M
3
+$990K
4
AVGO icon
Broadcom
AVGO
+$763K
5
AAPL icon
Apple
AAPL
+$750K

Sector Composition

1 Technology 25.3%
2 Consumer Discretionary 17.56%
3 Industrials 8.77%
4 Communication Services 6.9%
5 Financials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$45.6K 0.02%
262
77
$44.7K 0.02%
400
78
$42.4K 0.02%
343
79
$41.8K 0.02%
1,638
+18
80
$41.1K 0.02%
161
81
$41K 0.02%
1,824
82
$37.8K 0.02%
12
83
$32.7K 0.02%
1,444
84
$32.6K 0.02%
1,414
85
$32.2K 0.02%
1,376
86
$32K 0.02%
1,335
87
$31.6K 0.02%
305
88
$30K 0.02%
1,233
+106
89
$29K 0.01%
560
-330
90
$25.9K 0.01%
160
+10
91
$23.8K 0.01%
100
92
$23.4K 0.01%
40
-2
93
$21.5K 0.01%
345
94
$20.9K 0.01%
721
-293
95
$20.2K 0.01%
289
+1
96
$17.8K 0.01%
36
97
$16.7K 0.01%
100
98
$16.7K 0.01%
40
99
$16.4K 0.01%
738
100
$15.9K 0.01%
400
2 3
4
5 6