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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
$470M
AUM Growth
+$58.6M
(+14%)
Holding
360
Top Buys
| 1 | +$10.9M | |
| 2 | +$8.16M | |
| 3 | +$6.86M | |
| 4 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$3.56M |
| 5 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$3.47M |
Top Sells
| 1 | +$7.77M | |
| 2 | +$4.72M | |
| 3 | +$1.87M | |
| 4 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$1.33M |
| 5 |
BlackRock Short Maturity Municipal Bond ETF
MEAR
|
+$671K |
Sector Composition
| 1 | Real Estate | 2.38% |
| 2 | Consumer Discretionary | 2.09% |
| 3 | Technology | 1.04% |
| 4 | Healthcare | 0.58% |
| 5 | Financials | 0.48% |