RF
Rollins Financial Portfolio holdings
AUM
$479M
This Quarter Return
+13.58%
1 Year Return
+47.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$479M
AUM Growth
+$479M
(+17%)
Cap. Flow
+$15.1M
Cap. Flow
% of AUM
3.15%
Top 10 Holdings %
Top 10 Hldgs %
70.32%
Holding
115
New
10
Increased
30
Reduced
50
Closed
18
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$8.1M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$7.1M |
| 3 |
Fidelity Enhanced Large Cap Growth ETF
FELG
|
$3.91M |
| 4 |
Tesla
TSLA
|
$2.78M |
| 5 |
Fidelity Enhanced Large Cap Core ETF
FELC
|
$2.39M |
Top Sells
| 1 |
ProShares UltraPro QQQ
TQQQ
|
$4.06M |
| 2 |
Coca-Cola
KO
|
$2.94M |
| 3 |
Roku
ROKU
|
$2.56M |
| 4 |
ProShares Ultra S&P500
SSO
|
$1.54M |
| 5 |
Direxion Daily Semiconductor Bull 3X Shares
SOXL
|
$1.44M |
Sector Composition
| 1 | Technology | 23.77% |
| 2 | Consumer Discretionary | 13.86% |
| 3 | Communication Services | 7.51% |
| 4 | Financials | 3.93% |
| 5 | Industrials | 0.44% |
