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
$102M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$4.82M
2 +$4.71M
3 +$4.51M
4
IBM icon
IBM
IBM
+$3.9M
5
MSFT icon
Microsoft
MSFT
+$3.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.39%
2 Consumer Discretionary 15.98%
3 Communication Services 15.33%
4 Industrials 13.36%
5 Consumer Staples 11.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$0 ﹤0.01%
+10
127
$0 ﹤0.01%
+4
128
$0 ﹤0.01%
+3
129
$0 ﹤0.01%
+6
130
$0 ﹤0.01%
+1
131
$0 ﹤0.01%
+3
132
$0 ﹤0.01%
+2
133
$0 ﹤0.01%
+10