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
$442M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Sells

1 +$2.22M
2 +$1.21M
3 +$638K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$629K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$590K

Sector Composition

1 Consumer Discretionary 2.09%
2 Technology 1.62%
3 Industrials 0.85%
4 Healthcare 0.49%
5 Financials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$6K ﹤0.01%
128
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$6K ﹤0.01%
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$4K ﹤0.01%
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$3K ﹤0.01%
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8
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$2K ﹤0.01%
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