CVM
Cheviot Value Management Portfolio holdings
AUM
$872M
1-Year Return
20.25%
This Quarter Return
+3.6%
1 Year Return
+20.25%
3 Year Return
+60.88%
5 Year Return
+107.16%
10 Year Return
+279.48%
AUM
$872M
AUM Growth
+$59.2M
(+7.3%)
Cap. Flow
+$16.1M
Cap. Flow
% of AUM
1.84%
Top 10 Holdings %
Top 10 Hldgs %
56.26%
Holding
466
New
11
Increased
74
Reduced
67
Closed
33
Top Buys
Top Sells
| 1 |
B
Barrick Mining Corporation
B
|
$3.21M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$1.03M |
| 3 |
Newmont
NEM
|
$772K |
| 4 |
Agnico Eagle Mines
AEM
|
$679K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$538K |
Sector Composition
| 1 | Financials | 19.57% |
| 2 | Materials | 13.01% |
| 3 | Communication Services | 11.74% |
| 4 | Healthcare | 8.94% |
| 5 | Technology | 5.76% |
