RF

Robbins Farley Portfolio holdings

AUM $226M
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$2.1M
3
+$2.09M
4
ECL icon
Ecolab
ECL
+$2.07M
5
CRDO icon
Credo Technology Group
CRDO
+$838K

Top Sells

1
+$1.88M
2
+$1.82M
3
+$913K
4
AVGO icon
Broadcom
AVGO
+$825K
5
GS icon
Goldman Sachs
GS
+$797K

Sector Composition

1 Technology 26.63%
2 Consumer Discretionary 13.78%
3 Industrials 11.71%
4 Communication Services 8.04%
5 Financials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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10
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4 5 6
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