RTIM
Round Table Investment Management Portfolio holdings
AUM
$19.8M
1-Year Est. Return
11.6%
This Fund
S&P 500
1 Year Est. Return
-11.6%
AUM
$19.8M
AUM Growth
-$30.1M
(-60%)
Holding
51
Top Buys
| 1 | +$856K | |
| 2 | +$530K | |
| 3 | +$511K | |
| 4 |
Union Pacific
UNP
|
+$395K |
| 5 |
CSX Corp
CSX
|
+$381K |
Top Sells
| 1 | +$7.67M | |
| 2 | +$4.62M | |
| 3 | +$3.88M | |
| 4 |
State Street SPDR S&P Homebuilders ETF
XHB
|
+$2.84M |
| 5 |
Visteon
VC
|
+$2.01M |
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 | |
|---|---|---|---|---|---|---|
51
State Street SPDR S&P Bank ETF
KBE
$1.37B
| – | – |
-60,000
|
|