RVM
Robinson Value Management Portfolio holdings
AUM
$159M
This Quarter Return
+0.69%
1 Year Return
+15.72%
3 Year Return
+48.29%
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.71%
Holding
68
New
68
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
ProShares Ultra S&P500
SSO
|
$8.3M |
| 2 |
Franklin Resources
BEN
|
$4.44M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.16M |
| 4 |
IBM
IBM
|
$4.15M |
| 5 |
Intel
INTC
|
$3.95M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 14.44% |
| 2 | Healthcare | 12.24% |
| 3 | Technology | 9.23% |
| 4 | Industrials | 8.51% |
| 5 | Consumer Staples | 7.36% |
