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
776
$5.72K ﹤0.01%
+401
777
$5.69K ﹤0.01%
+395
778
$5.68K ﹤0.01%
+120
779
$5.65K ﹤0.01%
+111
780
$5.62K ﹤0.01%
+251
781
$5.61K ﹤0.01%
+90
782
$5.59K ﹤0.01%
+250
783
$5.55K ﹤0.01%
+11
784
$5.49K ﹤0.01%
+90
785
$5.46K ﹤0.01%
+50
786
$5.45K ﹤0.01%
+94
787
$5.39K ﹤0.01%
+388
788
$5.3K ﹤0.01%
+200
789
$5.27K ﹤0.01%
+28
790
$5.26K ﹤0.01%
+75
791
$5.22K ﹤0.01%
+50
792
$5.1K ﹤0.01%
+48
793
$5.07K ﹤0.01%
+15
794
$5.02K ﹤0.01%
+57
795
$4.97K ﹤0.01%
+158
796
$4.96K ﹤0.01%
+139
797
$4.92K ﹤0.01%
+107
798
$4.89K ﹤0.01%
+200
799
$4.82K ﹤0.01%
+132
800
$4.79K ﹤0.01%
+20
30 31
32
33 34