RF

Rossby Financial Portfolio holdings

AUM $318M
1-Year Est. Return 35.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.06%
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
+$5.44M
2
+$4.11M
3
+$3.86M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$3.31M
5
CVLC icon
Calvert US Large-Cap Core Responsible Index ETF
CVLC
+$2.7M

Top Sells

1
+$2.7M
2
+$1.25M
3
+$742K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$741K
5
NVO icon
Novo Nordisk
NVO
+$616K

Sector Composition

1 Technology 9.57%
2 Financials 5.27%
3 Energy 4.35%
4 Industrials 4.25%
5 Healthcare 3.78%
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
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