RF

Roxbury Financial Portfolio holdings

AUM $111M
1-Year Est. Return 19.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$5.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1 +$360K
2 +$177K
3 +$177K
4
FHEQ icon
Fidelity Hedged Equity ETF
FHEQ
+$118K
5
ABNB icon
Airbnb
ABNB
+$97.8K

Top Sells

1 +$266K
2 +$219K
3 +$156K
4
UPS icon
United Parcel Service
UPS
+$111K
5
PRU icon
Prudential Financial
PRU
+$80.6K

Sector Composition

1 Technology 18.11%
2 Financials 15.03%
3 Industrials 6.95%
4 Consumer Discretionary 6.59%
5 Consumer Staples 6.3%