RVM

Robinson Value Management Portfolio holdings

AUM $185M
1-Year Est. Return 30.56%
This Quarter Est. Return
1 Year Est. Return
+30.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.57M
3
+$2.44M
4
DGX icon
Quest Diagnostics
DGX
+$2.16M
5
NEM icon
Newmont
NEM
+$1.7M

Top Sells

1
+$2.65M
2
+$2.43M
3
+$1.97M
4
CVX icon
Chevron
CVX
+$1.5M
5
BEN icon
Franklin Resources
BEN
+$1.38M

Sector Composition

1 Healthcare 15.18%
2 Financials 11.33%
3 Technology 10.6%
4 Consumer Discretionary 9.63%
5 Industrials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
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