CVM

Cheviot Value Management Portfolio holdings

AUM $996M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$996M
AUM Growth
-$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Sells

1 +$4.66M
2 +$3.07M
3 +$2.69M
4
NEM icon
Newmont
NEM
+$1.83M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.49M

Sector Composition

1 Financials 17.45%
2 Materials 13.82%
3 Communication Services 9.99%
4 Healthcare 9.28%
5 Energy 6.69%