RF

Rollins Financial Portfolio holdings

AUM $479M
1-Year Est. Return 47.58%
This Quarter Est. Return
1 Year Est. Return
+47.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
+$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$8.77M
2 +$8.76M
3 +$6.78M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.86M
5
MSFT icon
Microsoft
MSFT
+$3.28M

Top Sells

1 +$3.22M
2 +$1.88M
3 +$1.69M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.63M
5
KMI icon
Kinder Morgan
KMI
+$1.5M

Sector Composition

1 Technology 26.76%
2 Consumer Discretionary 12.39%
3 Communication Services 6.36%
4 Financials 3.29%
5 Consumer Staples 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,833