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
676
$12.6K 0.01%
+557
677
$12.4K 0.01%
+302
678
$12.2K 0.01%
+50
679
$12.2K 0.01%
+280
680
$12.1K 0.01%
+237
681
$12K 0.01%
+133
682
$11.8K 0.01%
+200
683
$11.8K 0.01%
+258
684
$11.7K ﹤0.01%
+97
685
$11.7K ﹤0.01%
+108
686
$11.7K ﹤0.01%
+242
687
$11.6K ﹤0.01%
+627
688
$11.5K ﹤0.01%
+312
689
$11.3K ﹤0.01%
+104
690
$11.3K ﹤0.01%
+300
691
$11.3K ﹤0.01%
+406
692
$11.2K ﹤0.01%
+314
693
$11.2K ﹤0.01%
+487
694
$10.8K ﹤0.01%
+93
695
$10.7K ﹤0.01%
+293
696
$10.7K ﹤0.01%
+603
697
$10.7K ﹤0.01%
+474
698
$10.6K ﹤0.01%
+1,460
699
$10.4K ﹤0.01%
+1,109
700
$10.4K ﹤0.01%
+40