RF

Rossby Financial Portfolio holdings

AUM $301M
1-Year Est. Return 29.35%
This Quarter Est. Return
1 Year Est. Return
+29.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$4.12M
3
+$3.93M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$3.06M
5
CVLC icon
Calvert US Large-Cap Core Responsible Index ETF
CVLC
+$2.51M

Top Sells

1
+$2.52M
2
+$1.24M
3
+$760K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$694K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$565K

Sector Composition

1 Technology 9.57%
2 Financials 5.1%
3 Energy 4.35%
4 Industrials 4.25%
5 Healthcare 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$93K 0.04%
+3,738
352
$92.7K 0.04%
+3,379
353
$92.2K 0.04%
+5,292
354
$92.1K 0.04%
+1,822
355
$91.4K 0.04%
+2,037
356
$90.5K 0.04%
+1,992
357
$90.2K 0.04%
+831
358
$89.9K 0.04%
+462
359
$89.4K 0.04%
+1,029
360
$89.4K 0.04%
+900
361
$88.6K 0.04%
+6,224
362
$88K 0.04%
+1,175
363
$87.5K 0.04%
+559
364
$87.5K 0.04%
+1,034
365
$87.3K 0.04%
+1,781
366
$87.1K 0.04%
+2,140
367
$86.8K 0.04%
+144
368
$86.7K 0.04%
+1,773
369
$86K 0.04%
+2,252
370
$85.8K 0.04%
+1,416
371
$85.5K 0.04%
+2,020
372
$85.4K 0.04%
+1,741
373
$84.3K 0.04%
+1,326
374
$84.2K 0.04%
+1,344
375
$82.5K 0.03%
+148
13 14
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