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
$427M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$11.1M
2 +$5.14M
3 +$1.57M
4
NEM icon
Newmont
NEM
+$1.15M
5
FI icon
Fiserv
FI
+$645K

Sector Composition

1 Financials 21.53%
2 Healthcare 17.57%
3 Communication Services 15.31%
4 Materials 10.84%
5 Technology 10.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$41K 0.01%
27,085
77
-46,598
78
-6,848
79
-164,595