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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
$634M
AUM Growth
+$37.2M
(+6.2%)
Holding
411
Top Buys
| 1 | +$4.3M | |
| 2 | +$2.47M | |
| 3 | +$2.21M | |
| 4 |
Vanguard International High Dividend Yield ETF
VYMI
|
+$340K |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$336K |
Top Sells
| 1 | +$2.05M | |
| 2 | +$1.39M | |
| 3 | +$1.19M | |
| 4 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$796K |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$333K |
Sector Composition
| 1 | Technology | 1.89% |
| 2 | Financials | 1.1% |
| 3 | Consumer Discretionary | 0.78% |
| 4 | Healthcare | 0.36% |
| 5 | Energy | 0.27% |