RBC

Roble Belko & Company Portfolio holdings

AUM $687M
1-Year Est. Return 12.84%
This Quarter Est. Return
1 Year Est. Return
+12.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 3.44%
2 Financials 1.21%
3 Healthcare 0.64%
4 Consumer Staples 0.39%
5 Technology 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$2K ﹤0.01%
+33
227
$2K ﹤0.01%
+30
228
$2K ﹤0.01%
+200
229
$1K ﹤0.01%
+300
230
$1K ﹤0.01%
+10
231
$1K ﹤0.01%
+20
232
$1K ﹤0.01%
+38
233
$1K ﹤0.01%
+10
234
$1K ﹤0.01%
+7
235
$1K ﹤0.01%
+150
236
$1K ﹤0.01%
+12
237
$1K ﹤0.01%
+16
238
$1K ﹤0.01%
+10
239
$0 ﹤0.01%
+4
240
$0 ﹤0.01%
+20
241
$0 ﹤0.01%
+11
242
$0 ﹤0.01%
+50
243
$0 ﹤0.01%
+9
244
$0 ﹤0.01%
+1
245
$0 ﹤0.01%
+4