RF
Roberts Foundation Portfolio holdings
AUM
$34.9M
1 Year Est. Return
–
AUM
$34.9M
AUM Growth
-$120M
(-77%)
Holding
3
Sector Composition
| 1 | Consumer Staples | 96.53% |
| 2 | Healthcare | 3.47% |
| 3 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Procter & Gamble
PG
$354B
| $33.7M | 96.53% |
211,380
-20,092
|
|
||
2
BrightSpring Health Services
BTSG
$5.27B
| $1.21M | 3.47% |
+51,364
|
|
||
3
KKR & Co
KKR
$105B
| – | – |
-1,000,000
|
|