RTIM

Round Table Investment Management Portfolio holdings

AUM $19.8M
1-Year Est. Return 5.21%
This Quarter Est. Return
1 Year Est. Return
-5.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.8M
AUM Growth
-$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$718K
2 +$552K
3 +$505K
4
CSX icon
CSX Corp
CSX
+$363K
5
UNP icon
Union Pacific
UNP
+$360K

Top Sells

1 +$7.48M
2 +$4.65M
3 +$3.54M
4
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$2.74M
5
VC icon
Visteon
VC
+$2.04M

Sector Composition

1 Consumer Discretionary 19.06%
2 Financials 14.49%
3 Industrials 13.04%
4 Materials 0%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KKD
51
DELISTED
KRISPY KREME DOUGHNUTS INC
KKD
-13,700