CVM

Cheviot Value Management Portfolio holdings

AUM $940M
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$401M
AUM Growth
-$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$3.13M
2 +$2.49M
3 +$1.43M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$1.42M
5
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$893K

Top Sells

1 +$6.28M
2 +$3.08M
3 +$645K
4
BDX icon
Becton Dickinson
BDX
+$633K
5
MSFT icon
Microsoft
MSFT
+$609K

Sector Composition

1 Financials 22.31%
2 Healthcare 17.47%
3 Communication Services 15.35%
4 Materials 11.13%
5 Energy 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,603