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
601
$20.6K 0.01%
+150
602
$20.6K 0.01%
+704
603
$20.5K 0.01%
+4,493
604
$20.5K 0.01%
+324
605
$20.5K 0.01%
+3,500
606
$20.3K 0.01%
+519
607
$20.2K 0.01%
+82
608
$20.2K 0.01%
+232
609
$20.2K 0.01%
+301
610
$20.2K 0.01%
+396
611
$20.2K 0.01%
+116
612
$20.1K 0.01%
+307
613
$20K 0.01%
+830
614
$19.4K 0.01%
+295
615
$19.4K 0.01%
+480
616
$19.3K 0.01%
+400
617
$19.2K 0.01%
+241
618
$19K 0.01%
+919
619
$19K 0.01%
+319
620
$19K 0.01%
+51
621
$18.9K 0.01%
+41
622
$18.9K 0.01%
+257
623
$18.8K 0.01%
+400
624
$18.7K 0.01%
+371
625
$18.2K 0.01%
+1,417
23 24
25
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