RF
Roberts Foundation Portfolio holdings
AUM
$34.9M
1 Year Est. Return
–
AUM
$155M
AUM Growth
-$53.7M
(-26%)
Holding
3
Sector Composition
| 1 | Financials | 74.56% |
| 2 | Consumer Staples | 25.44% |
| 3 | Communication Services | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
KKR & Co
KKR
$105B
| $116M | 74.56% |
1,000,000
|
|
||
2
Procter & Gamble
PG
$354B
| $39.4M | 25.44% |
231,472
+1,410
|
|
||
3
Applovin
APP
$203B
| – | – |
-68,941
|
|