RVM

Robinson Value Management Portfolio holdings

AUM $159M
1-Year Est. Return 15.72%
This Quarter Est. Return
1 Year Est. Return
+15.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$7.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$6.01M
2 +$3.67M
3 +$3.08M
4
GLW icon
Corning
GLW
+$1.93M
5
IAU icon
iShares Gold Trust
IAU
+$1.76M

Top Sells

1 +$2.62M
2 +$2.59M
3 +$1.37M
4
CAH icon
Cardinal Health
CAH
+$1.28M
5
CVX icon
Chevron
CVX
+$891K

Sector Composition

1 Healthcare 12.24%
2 Technology 10.87%
3 Financials 8.79%
4 Industrials 8.05%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-195
77
-8,270
78
-4,484
79
$0 ﹤0.01%
+1
80
-27,872