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
851
$3.1K ﹤0.01%
+5
852
$3.1K ﹤0.01%
+150
853
$3.09K ﹤0.01%
+110
854
$3.07K ﹤0.01%
+41
855
$3.01K ﹤0.01%
+49
856
$2.95K ﹤0.01%
+68
857
$2.93K ﹤0.01%
+59
858
$2.93K ﹤0.01%
+142
859
$2.92K ﹤0.01%
+13
860
$2.9K ﹤0.01%
+62
861
$2.89K ﹤0.01%
+76
862
$2.88K ﹤0.01%
+36
863
$2.86K ﹤0.01%
+131
864
$2.84K ﹤0.01%
+23
865
$2.81K ﹤0.01%
+100
866
$2.81K ﹤0.01%
+32
867
$2.8K ﹤0.01%
+36
868
$2.79K ﹤0.01%
+31
869
$2.78K ﹤0.01%
+68
870
$2.76K ﹤0.01%
+53
871
$2.75K ﹤0.01%
+42
872
$2.75K ﹤0.01%
+290
873
$2.72K ﹤0.01%
+211
874
$2.7K ﹤0.01%
+10
875
$2.69K ﹤0.01%
+141
33 34
35
36 37