RR

Robotti Robert Portfolio holdings

AUM $557M
1-Year Est. Return 14.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
-$6.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$4.97M
2 +$2.8M
3 +$2.69M
4
BMCH
BMC Stock Holdings, Inc
BMCH
+$1.7M
5
SMHI icon
SEACOR Marine Holdings
SMHI
+$1.64M

Top Sells

1 +$1M
2 +$317K
3 +$272K
4
HP icon
Helmerich & Payne
HP
+$113K
5
XRM
Xerium Technologies Inc (new)
XRM
+$95K

Sector Composition

1 Consumer Discretionary 28.31%
2 Industrials 20.76%
3 Energy 13.78%
4 Materials 12.09%
5 Real Estate 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-32,320
52
-35,000