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
451
$56.9K 0.02%
+350
452
$56.6K 0.02%
+1,419
453
$56.5K 0.02%
+537
454
$56.4K 0.02%
+347
455
$56.1K 0.02%
+289
456
$56.1K 0.02%
+1,747
457
$54.8K 0.02%
+1,826
458
$54.7K 0.02%
+1,242
459
$54K 0.02%
+1,236
460
$53.4K 0.02%
+300
461
$53.2K 0.02%
+2,106
462
$52.8K 0.02%
851
-7,460
463
$52.6K 0.02%
+700
464
$52.6K 0.02%
+867
465
$52.4K 0.02%
+873
466
$52.3K 0.02%
+2,273
467
$52K 0.02%
+638
468
$51.2K 0.02%
+2,025
469
$50.9K 0.02%
+5,701
470
$50.8K 0.02%
+571
471
$50.7K 0.02%
+844
472
$50.4K 0.02%
+902
473
$50.4K 0.02%
+730
474
$50.4K 0.02%
+1,791
475
$50.2K 0.02%
+830
17 18
19
20 21