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RF

Rossby Financial Portfolio holdings

AUM $489M
1-Year Est. Return 36.7%
This Fund
S&P 500
This Quarter Est. Return
+0.2%
1 Year Est. Return
+36.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
Cap. Flow
+$165M
Cap. Flow %
102.24%
Top 10 Hldgs %
34.25%
Holding
201
New
201
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 9.58%
2 Energy 4.91%
3 Healthcare 4.65%
4 Financials 4.18%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ESGU icon
1
iShares ESG Aware MSCI USA ETF
ESGU
$17.6B
$12.5M 7.73%
+96,903
New +$12.6M
CVLC icon
2
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$861M
$7.23M 4.47%
+98,536
New +$7.27M
FRDM icon
3
Freedom 100 Emerging Markets ETF
FRDM
$3.32B
$5.74M 3.55%
+175,600
New +$6.08M
AAPL icon
4
Apple
AAPL
$4.72T
$5.14M 3.18%
+20,541
New +$4.84M
BIV icon
5
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$4.64M 2.87%
+62,151
New +$4.73M
IJH icon
6
iShares Core S&P Mid-Cap ETF
IJH
$122B
$4.38M 2.71%
+70,281
New +$4.51M
GRNB icon
7
VanEck Green Bond ETF
GRNB
$181M
$4.25M 2.63%
+179,166
New +$4.31M
VDC icon
8
Vanguard Consumer Staples ETF
VDC
$7.78B
$4.21M 2.61%
+19,931
New +$4.32M
SLV icon
9
CALL
iShares Silver Trust
SLV
$27.8B
$3.82M 2.36%
+145,000
New +$4.14M
MSFT icon
10
Microsoft
MSFT
$2.83T
$3.46M 2.14%
+8,207
New +$3.5M
SMMD icon
11
iShares Russell 2500 ETF
SMMD
$3.57B
$3.34M 2.07%
+49,094
New +$3.43M
NUSC icon
12
Nuveen ESG Small-Cap ETF
NUSC
$1.28B
$3.06M 1.89%
+73,092
New +$3.19M
SUSC icon
13
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$2.79M 1.72%
+122,603
New +$2.84M
VOO icon
14
Vanguard S&P 500 ETF
VOO
$967B
$2.54M 1.57%
+4,709
New +$2.55M
IVV icon
15
iShares Core S&P 500 ETF
IVV
$875B
$1.87M 1.16%
+3,181
New +$1.88M
PSLV icon
16
Sprott Physical Silver Trust
PSLV
$11.8B
$1.79M 1.11%
+185,912
New +$1.96M
NVDA icon
17
NVIDIA
NVDA
$5.06T
$1.55M 0.96%
+11,552
New +$1.59M
KMI icon
18
Kinder Morgan
KMI
$72.9B
$1.51M 0.93%
+55,073
New +$1.44M
GOOG icon
19
Alphabet (Google) Class C
GOOG
$3.88T
$1.51M 0.93%
+7,917
New +$1.4M
AMZN icon
20
Amazon
AMZN
$2.51T
$1.48M 0.92%
+6,752
New +$1.38M
NACP icon
21
Impact Shares NAACP Minority Empowerment ETF
NACP
$74.1M
$1.46M 0.9%
+35,709
New +$1.51M
GOOGL icon
22
Alphabet (Google) Class A
GOOGL
$3.88T
$1.46M 0.9%
+7,702
New +$1.35M
WMT icon
23
Walmart Inc
WMT
$863B
$1.4M 0.87%
+15,545
New +$1.35M
VHT icon
24
Vanguard Health Care ETF
VHT
$18.1B
$1.38M 0.85%
+5,424
New +$1.46M
HYG icon
25
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$1.31M 0.81%
+16,615
New +$1.32M

Similar funds

Rossby Financial's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Rossby Financial, which disclosed 201 positions worth $162M. Its ten largest holdings account for 34% of the portfolio.

Its largest position is iShares ESG Aware MSCI USA ETF: 96,903 shares worth $12.5M.

By sector, the portfolio is most concentrated in Technology at 9.6% of assets, followed by Energy and Healthcare.

  • Rossby Financial's largest Q4 2024 buy was iShares ESG Aware MSCI USA ETF: 96,903 shares worth $12.5M.
  • Rossby Financial's ten largest holdings make up 34% of its $162M portfolio in Q4 2024.
  • Rossby Financial disclosed 201 positions in Q4 2024, its first 13F filing on record.

Based on Rossby Financial's 13F filing for Q4 2024, filed 13 Feb 2025.