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
$188M
AUM Growth
+$6.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$1.73M
3
+$1.12M
4
FISV
Fiserv Inc
FISV
+$931K
5
CRWD icon
CrowdStrike
CRWD
+$928K

Top Sells

1
+$2.62M
2
+$2.22M
3
+$1.97M
4
ALB icon
Albemarle
ALB
+$1.81M
5
TSLA icon
Tesla
TSLA
+$1.61M

Sector Composition

1 Technology 24.91%
2 Consumer Discretionary 18.13%
3 Communication Services 7.19%
4 Consumer Staples 7.08%
5 Industrials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.09K ﹤0.01%
+7
127
$1.96K ﹤0.01%
38
128
$1.93K ﹤0.01%
11
129
$1.91K ﹤0.01%
16
130
$1.87K ﹤0.01%
100
131
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42
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$1.66K ﹤0.01%
9
133
$1.55K ﹤0.01%
48
134
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22
+17
135
$1.24K ﹤0.01%
7
136
$1.19K ﹤0.01%
27
-3
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+15
138
$1.12K ﹤0.01%
3
139
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5
140
$1.03K ﹤0.01%
5
141
$969 ﹤0.01%
4
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$843 ﹤0.01%
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20
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11
149
$377 ﹤0.01%
5
150
$346 ﹤0.01%
4
4 5
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7 8