RVM
Robinson Value Management Portfolio holdings
AUM
$185M
1-Year Est. Return
30.56%
1 Year Est. Return
+30.56%
AUM
$185M
AUM Growth
+$12.5M
(+7.3%)
Holding
77
Top Buys
| 1 | +$16.9M | |
| 2 | +$3.86M | |
| 3 | +$3.64M | |
| 4 |
FISV
Fiserv Inc
FISV
|
+$3.02M |
| 5 |
Devon Energy
DVN
|
+$2.91M |
Top Sells
| 1 | +$15.1M | |
| 2 | +$3.13M | |
| 3 | +$2.82M | |
| 4 |
Corning
GLW
|
+$2.51M |
| 5 |
iShares Silver Trust
SLV
|
+$1.9M |
Sector Composition
| 1 | Technology | 11.41% |
| 2 | Healthcare | 7.81% |
| 3 | Financials | 7.03% |
| 4 | Communication Services | 6.5% |
| 5 | Materials | 6.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
3M
MMM
$86.3B
| – | – |
-20,154
|
|
||
77
Westrock Coffee
WEST
$453M
| – | – |
-30,000
|
|