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
$154M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$8.77M
2 +$3.97M
3 +$2.96M
4
SLB icon
SLB Limited
SLB
+$2.59M
5
NEM icon
Newmont
NEM
+$2.5M

Top Sells

1 +$15.7M
2 +$2.49M
3 +$1.38M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.32M
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$1.11M

Sector Composition

1 Technology 10.74%
2 Financials 7.83%
3 Industrials 6.37%
4 Healthcare 5.95%
5 Materials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-10,971