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
$108M
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$3.31M
2 +$2.91M
3 +$2.36M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.98M
5
IBM icon
IBM
IBM
+$1.9M

Sector Composition

1 Healthcare 11.22%
2 Industrials 9.05%
3 Technology 8.98%
4 Financials 8.96%
5 Communication Services 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$0 ﹤0.01%
1
77
-23,020