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
376
$82.3K 0.03%
+17
377
$82K 0.03%
+1,036
378
$81.6K 0.03%
+559
379
$80.6K 0.03%
892
-1,490
380
$80.5K 0.03%
+1,369
381
$79.9K 0.03%
+219
382
$79.9K 0.03%
+527
383
$79.7K 0.03%
+4,221
384
$79.3K 0.03%
+918
385
$78.9K 0.03%
+565
386
$78.8K 0.03%
+7,479
387
$78.5K 0.03%
+1,550
388
$78.3K 0.03%
+2,616
389
$77.9K 0.03%
+1,392
390
$76.8K 0.03%
+8,953
391
$75.6K 0.03%
+525
392
$75K 0.03%
+1,889
393
$74.8K 0.03%
+956
394
$73.5K 0.03%
+4,882
395
$72.9K 0.03%
+1,601
396
$72.8K 0.03%
+115
397
$72.3K 0.03%
468
-1,637
398
$71.8K 0.03%
+1,268
399
$71.3K 0.03%
+607
400
$70.8K 0.03%
581
-2,251
14 15
16
17 18