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RVM

Robinson Value Management Portfolio holdings

AUM $180M
1-Year Est. Return 24.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$3.91M
3
+$2.69M
4
RHI icon
Robert Half
RHI
+$2.3M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$1.41M

Top Sells

1
+$23.1M
2
+$3.1M
3
+$2.89M
4
NEM icon
Newmont
NEM
+$2.56M
5
PSQ icon
ProShares Short QQQ
PSQ
+$952K

Sector Composition

1 Technology 12.31%
2 Healthcare 8.02%
3 Financials 7.31%
4 Consumer Discretionary 6.18%
5 Materials 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.72%
13,567
-70
52
$854K 0.5%
4,193
+453
53
$727K 0.42%
+6,204
54
$718K 0.42%
+7,831
55
$397K 0.23%
5,547
56
$352K 0.2%
680
57
$309K 0.18%
19,696
58
$293K 0.17%
7,982
59
$236K 0.14%
6,784
60
$236K 0.14%
583
61
$175K 0.1%
1,585
62
$146K 0.08%
30,000
63
$92.5K 0.05%
480
-40
64
$84.1K 0.05%
1,066
65
$65K 0.04%
134
66
$63.4K 0.04%
500
67
$24.9K 0.01%
200
68
$13.9K 0.01%
166
69
$10.4K 0.01%
166
70
$4.96K ﹤0.01%
200
71
$3.76K ﹤0.01%
39
72
– –
-1
73
– –
-153
74
– –
-28,282
75
– –
-472,236
1 2
3
4