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
1076
-12,500