RBC

Roble Belko & Company Portfolio holdings

AUM $738M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$738M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$6.6M
3 +$2.39M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.07M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.28M

Top Sells

1 +$10.4M
2 +$4.36M
3 +$3.39M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.2M
5
ANSS
Ansys
ANSS
+$1.09M

Sector Composition

1 Technology 1.4%
2 Financials 1.2%
3 Consumer Discretionary 0.86%
4 Healthcare 0.41%
5 Energy 0.25%