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RRF High Conviction Select Portfolio (annual)

27.7%
7.3%
5.1%

A basket of stocks picked by three savvy individuals with three different skill sets. Adjusts annually at the beginning of Q4 every year. All positions are held for 12 months unless a 2/3 vote approves an adjustment at the beginning of the next upcoming quarter. See More
27.7%
7.3%
5.1%
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Portfolio Index 1 YR Return
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Weight Segment & Stocks Symbol 1 YR Return
58.9% Technology 64.4%
21.5% Shopify Inc. Class A Subordinate SHOP 131.7%
10.9% Microsoft Corporation MSFT 42.9%
9.8% 8xxxx 8xxx 8xxx 88.8%
9.5% 8xxxxxxxx 8xxx 8xxx 88.8%
7.2% 8xxxxxxx 8xx 8xxxx 88.8%
13.9% Na 45.3%
13.9% Okta Inc. OKTA 45.3%
8.6% Other 16.6%
8.6% 8xxxxxxx 8xxx 8x 88.8%
7.1% Financial 5.5%
7.1% 8xx 8xxxxxx 8xxxx 8xxxxx 8xxx 8x 88.8%
6.8% Services 14.8%
6.8% 8xxxxxxxxx 8xxx 8xxx 88.8%
4.6% Industrial Goods 19.3%
4.6% 8xxxx 8xxx 8xxx 8xxx 88.8%
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