CVM

Cheviot Value Management Portfolio holdings

AUM $1.02B
1-Year Est. Return 31.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$616K
2 +$447K
3 +$441K
4
MDT icon
Medtronic
MDT
+$334K
5
AAPL icon
Apple
AAPL
+$264K

Top Sells

1 +$837K
2 +$390K
3 +$300K
4
NEM icon
Newmont
NEM
+$84.5K
5
AMAT icon
Applied Materials
AMAT
+$71.8K

Sector Composition

1 Healthcare 28.72%
2 Financials 25.34%
3 Technology 10.31%
4 Materials 8.98%
5 Consumer Staples 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$47K 0.03%
3,641
52
-5,989