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
876
$2.67K ﹤0.01%
+100
877
$2.65K ﹤0.01%
+290
878
$2.64K ﹤0.01%
+38
879
$2.62K ﹤0.01%
+8
880
$2.61K ﹤0.01%
+170
881
$2.61K ﹤0.01%
+101
882
$2.61K ﹤0.01%
+13
883
$2.57K ﹤0.01%
+13
884
$2.54K ﹤0.01%
+29
885
$2.54K ﹤0.01%
+78
886
$2.53K ﹤0.01%
+26
887
$2.52K ﹤0.01%
+90
888
$2.49K ﹤0.01%
+63
889
$2.48K ﹤0.01%
+10
890
$2.48K ﹤0.01%
+11
891
$2.4K ﹤0.01%
+40
892
$2.39K ﹤0.01%
+77
893
$2.38K ﹤0.01%
+66
894
$2.38K ﹤0.01%
+200
895
$2.38K ﹤0.01%
+95
896
$2.36K ﹤0.01%
+43
897
$2.35K ﹤0.01%
+81
898
$2.31K ﹤0.01%
+70
899
$2.27K ﹤0.01%
+10
900
$2.26K ﹤0.01%
+69
34 35
36
37 38