RF
Roberts Foundation Portfolio holdings
AUM
$37.6M
1-Year Est. Return
2.99%
1 Year Est. Return
-2.99%
AUM
$37.6M
AUM Growth
+$2.67M
(+7.7%)
Holding
2
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 95.96% |
| 2 | Healthcare | 4.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Procter & Gamble
PG
$335B
| $36M | 95.96% |
234,587
+23,207
|
|
||
2
BrightSpring Health Services
BTSG
$6.45B
| $1.52M | 4.04% |
51,364
|
|