RF

Robbins Farley Portfolio holdings

AUM $221M
1-Year Est. Return 20.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$3.97M
3
+$3.85M
4
V icon
Visa
V
+$2.97M
5
CSCO icon
Cisco
CSCO
+$2.71M

Top Sells

1
+$2.57M
2
+$1.5M
3
+$802K
4
WMT icon
Walmart Inc
WMT
+$296K
5
COIN icon
Coinbase
COIN
+$260K

Sector Composition

1 Technology 17.17%
2 Consumer Discretionary 16.82%
3 Industrials 13.31%
4 Consumer Staples 10.47%
5 Healthcare 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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