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Home > Institutional Investor > Robertson Stephens Advisors Llc > Profile

Instuitional Investor - Robertson Stephens Advisors Llc

Fund Profile
Filing Period:
Fund Name: Robertson Stephens Advisors Llc
Portfolio Value $115,943,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 284,859 $12,765,000 11%
2.
Sector Spdr Trust
 XLB 176,411 $10,426,000 8.99%
3.
Sector Spdr Trust
 XLB 254,599 $6,584,000 5.67%
4.
Ishares Tr
 190,234 $5,728,000 4.94%
5.
Dbx Etf Tr
 134,478 $5,450,000 4.7%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)