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
901
$2.24K ﹤0.01%
+138
902
$2.19K ﹤0.01%
+11
903
$2.17K ﹤0.01%
+65
904
$2.17K ﹤0.01%
+81
905
$2.16K ﹤0.01%
+18
906
$2.16K ﹤0.01%
+10
907
$2.13K ﹤0.01%
+31
908
$2.11K ﹤0.01%
+63
909
$2.07K ﹤0.01%
+55
910
$2.03K ﹤0.01%
+87
911
$2.02K ﹤0.01%
+61
912
$2.01K ﹤0.01%
+35
913
$1.97K ﹤0.01%
+56
914
$1.96K ﹤0.01%
+498
915
$1.93K ﹤0.01%
+6
916
$1.92K ﹤0.01%
+18
917
$1.91K ﹤0.01%
+29
918
$1.9K ﹤0.01%
+138
919
$1.88K ﹤0.01%
+219
920
$1.86K ﹤0.01%
+36
921
$1.8K ﹤0.01%
+19
922
$1.78K ﹤0.01%
+1,500
923
$1.75K ﹤0.01%
+25
924
$1.74K ﹤0.01%
+69
925
$1.74K ﹤0.01%
+58
35 36
37
38 39