CVM

Cheviot Value Management Portfolio holdings

AUM $872M
1-Year Est. Return 20.25%
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$5.07M
2 +$2.86M
3 +$1.17M
4
AEM icon
Agnico Eagle Mines
AEM
+$1.1M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$240K

Top Sells

1 +$2.38M
2 +$1.1M
3 +$268K
4
MO icon
Altria Group
MO
+$218K
5
ABBV icon
AbbVie
ABBV
+$97.3K

Sector Composition

1 Healthcare 28.85%
2 Financials 25.72%
3 Materials 10.69%
4 Technology 9.89%
5 Energy 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$210K 0.11%
+886
52
$203K 0.11%
+2,234
53
$19K 0.01%
1,799
54
-2,928