RR

Robotti Robert Portfolio holdings

AUM $576M
1-Year Est. Return 1.95%
This Quarter Est. Return
1 Year Est. Return
+1.95%
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 +$2.44M
2 +$2.07M
3 +$1.75M
4
BMCH
BMC Stock Holdings, Inc
BMCH
+$1.51M
5
LXU icon
LSB Industries
LXU
+$457K

Top Sells

1 +$1.04M
2 +$317K
3 +$272K
4
HP icon
Helmerich & Payne
HP
+$151K
5
XRM
Xerium Technologies Inc (new)
XRM
+$88.2K

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
-35,000
52
-32,320