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
476
$50.2K 0.02%
+968
477
$50K 0.02%
+518
478
$49.8K 0.02%
+168
479
$49.4K 0.02%
+2,341
480
$49K 0.02%
+2,616
481
$48.7K 0.02%
+1,823
482
$48.6K 0.02%
+748
483
$48.2K 0.02%
+264
484
$47.6K 0.02%
+461
485
$47.3K 0.02%
+220
486
$47.2K 0.02%
+206
487
$46.5K 0.02%
+1,537
488
$46.1K 0.02%
+174
489
$45.9K 0.02%
+237
490
$45.7K 0.02%
+806
491
$45.5K 0.02%
+580
492
$45.3K 0.02%
+370
493
$45.1K 0.02%
+155
494
$45K 0.02%
+429
495
$44.9K 0.02%
+153
496
$43.8K 0.02%
+1,047
497
$42.9K 0.02%
+846
498
$42.6K 0.02%
+1,130
499
$42.2K 0.02%
+514
500
$41.8K 0.02%
+516
18 19
20
21 22