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RBC
Roble Belko & Company Portfolio holdings
AUM
$787M
1-Year Est. Return
16.42%
This Fund
S&P 500
1 Year Est. Return
+16.42%
AUM
$597M
AUM Growth
+$14.6M
(+2.5%)
Holding
396
Top Buys
| 1 | +$9.24M | |
| 2 | +$4.48M | |
| 3 | +$1.95M | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$1.88M |
| 5 |
Vanguard International High Dividend Yield ETF
VYMI
|
+$1.52M |
Top Sells
| 1 | +$4.36M | |
| 2 | +$2.52M | |
| 3 | +$1.8M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$1.15M |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$679K |
Sector Composition
| 1 | Technology | 2.03% |
| 2 | Financials | 1.08% |
| 3 | Consumer Discretionary | 0.83% |
| 4 | Healthcare | 0.38% |
| 5 | Energy | 0.27% |