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
$116M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$2.56M
3
+$2.31M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$2.05M
5
DIS icon
Walt Disney
DIS
+$1.97M

Top Sells

1
+$6.1M
2
+$2.07M
3
+$1.88M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.8M
5
JWN
Nordstrom
JWN
+$1.45M

Sector Composition

1 Technology 13.5%
2 Healthcare 10.31%
3 Communication Services 8.59%
4 Financials 8.39%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
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