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 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
651
$14.8K 0.01%
+389
652
$14.7K 0.01%
+322
653
$14.7K 0.01%
+742
654
$14.6K 0.01%
+419
655
$14.5K 0.01%
+2,296
656
$14.5K 0.01%
+746
657
$14.3K 0.01%
+344
658
$14.2K 0.01%
+238
659
$14.1K 0.01%
+300
660
$14K 0.01%
+177
661
$14K 0.01%
+50
662
$13.7K 0.01%
+550
663
$13.7K 0.01%
+360
664
$13.6K 0.01%
+200
665
$13.5K 0.01%
+190
666
$13.4K 0.01%
+116
667
$13.2K 0.01%
+13
668
$13.1K 0.01%
+74
669
$13K 0.01%
+96
670
$13K 0.01%
+168
671
$12.9K 0.01%
+161
672
$12.8K 0.01%
+400
673
$12.8K 0.01%
+506
674
$12.6K 0.01%
+175
675
$12.6K 0.01%
+325