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RVM

Robinson Value Management Portfolio holdings

AUM $180M
1-Year Est. Return 24.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$3.91M
3
+$2.69M
4
RHI icon
Robert Half
RHI
+$2.3M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$1.41M

Top Sells

1
+$23.1M
2
+$3.1M
3
+$2.89M
4
NEM icon
Newmont
NEM
+$2.56M
5
PSQ icon
ProShares Short QQQ
PSQ
+$952K

Sector Composition

1 Technology 12.31%
2 Healthcare 8.02%
3 Financials 7.31%
4 Consumer Discretionary 6.18%
5 Materials 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.3M 11.2%
241,540
+241,539
2
$5.92M 3.43%
70,158
-36,724
3
$5.65M 3.28%
94,625
-99
4
$5.25M 3.05%
62,658
-1,779
5
$5.2M 3.01%
26,305
+792
6
$5.18M 3%
54,398
+458
7
$4.48M 2.6%
166,331
+1,842
8
$4.42M 2.56%
26,550
+256
9
$4.41M 2.56%
60,628
+1,211
10
$4.38M 2.54%
39,145
-1,825
11
$4.36M 2.53%
+12,266
12
$4.31M 2.5%
70,438
+183
13
$4.2M 2.44%
11,914
+235
14
$4.11M 2.39%
25,430
-112
15
$4.05M 2.35%
49,331
-44,163
16
$3.8M 2.2%
42,513
+286
17
$3.65M 2.12%
5,715
-50
18
$3.55M 2.06%
83,749
-5,843
19
$3.54M 2.05%
30,940
-275
20
$3.36M 1.95%
20,088
-156
21
$3.15M 1.83%
100,180
-1,370
22
$3.13M 1.81%
20,154
-1,019
23
$3.06M 1.77%
18,050
-634
24
$2.89M 1.68%
20,850
+624
25
$2.8M 1.63%
+24,493
1
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