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Rovin Capital Portfolio holdings

AUM $377M
1-Year Est. Return 13.67%
This Fund
S&P 500
This Quarter Est. Return
-14.75%
1 Year Est. Return
+13.67%
3 Year Est. Return
+63.79%
5 Year Est. Return
+64.65%
10 Year Est. Return
AUM
$149M
AUM Growth
-$39.6M
Cap. Flow
-$13.3M
Cap. Flow %
-8.91%
Top 10 Hldgs %
57.46%
Holding
133
New
16
Increased
62
Reduced
35
Closed
20

Sector Composition

Rank Sector Weight
1 Healthcare 7.4%
2 Technology 6.09%
3 Industrials 2.36%
4 Financials 1.82%
5 Consumer Staples 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VIG icon
1
Vanguard Dividend Appreciation ETF
VIG
$110B
$19.2M 12.88%
133,547
-45,176
-25% -$6.88M
DAPR icon
2
FT Vest US Equity Deep Buffer ETF April
DAPR
$307M
$12.8M 8.58%
+437,816
New +$13.3M
FAPR icon
3
FT Vest US Equity Buffer ETF April
FAPR
$1.26B
$12.7M 8.57%
+448,840
New +$13.4M
QQQ icon
4
Invesco QQQ Trust
QQQ
$463B
$10.5M 7.08%
37,571
-15,816
-30% -$4.91M
DVA icon
5
DaVita
DVA
$15B
$7.24M 4.86%
90,480
+38,346
+74% +$3.88M
IEMG icon
6
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$5.89M 3.96%
120,090
+109,452
+1,029% +$5.66M
IJR icon
7
iShares Core S&P Small-Cap ETF
IJR
$109B
$5.27M 3.55%
57,070
-40,648
-42% -$4.04M
SCHG icon
8
Schwab US Large-Cap Growth ETF
SCHG
$59.8B
$5.12M 3.44%
352,992
-180,304
-34% -$2.88M
VOE icon
9
Vanguard Mid-Cap Value ETF
VOE
$23.4B
$3.52M 2.36%
27,157
-286
-1% -$40.5K
XLK icon
10
State Street Technology Select Sector SPDR ETF
XLK
$114B
$3.25M 2.18%
51,122
+3,876
+8% +$270K
AAPL icon
11
Apple
AAPL
$4.8T
$2.94M 1.97%
21,471
+8,450
+65% +$1.28M
SCHD icon
12
Schwab US Dividend Equity ETF
SCHD
$100B
$2.69M 1.81%
112,725
-184,074
-62% -$4.68M
SPY icon
13
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$2.15M 1.45%
5,707
-1,064
-16% -$436K
SHY icon
14
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$1.55M 1.04%
+18,771
New +$1.56M
JEPI icon
15
JPMorgan Equity Premium Income ETF
JEPI
$45B
$1.55M 1.04%
27,873
+463
+2% +$26.8K
SCHX icon
16
Schwab US Large- Cap ETF
SCHX
$71.2B
$1.54M 1.03%
103,410
-1,281
-1% -$20.8K
IJS icon
17
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$1.54M 1.03%
17,275
-38,527
-69% -$3.69M
IMCG icon
18
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.87B
$1.36M 0.92%
26,257
+1,623
+7% +$92.4K
RSPT icon
19
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.39B
$1.2M 0.8%
+50,610
New +$1.31M
XLV icon
20
State Street Health Care Select Sector SPDR ETF
XLV
$41.2B
$1.17M 0.78%
9,085
+915
+11% +$120K
QQQH
21
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$379M
$1.16M 0.78%
30,182
-6,464
-18% -$286K
XLF icon
22
State Street Financial Select Sector SPDR ETF
XLF
$55.3B
$1.16M 0.78%
36,746
+2,101
+6% +$72.6K
SEIX icon
23
Virtus SEIX Senior Loan ETF
SEIX
$249M
$1.14M 0.77%
49,429
+122
+0.2% +$2.94K
BJAN icon
24
Innovator US Equity Buffer ETF January
BJAN
$394M
$1.01M 0.68%
31,283
-1,420
-4% -$48K
LQD icon
25
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$35B
$997K 0.67%
+9,065
New +$1.02M

Similar funds

Rovin Capital's Q2 2022 Portfolio in Review

As of Q2 2022, Rovin Capital held 133 positions worth $149M, down 21% from $188M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Rovin Capital withdrew a net $13.3M in Q2 2022, closing 20 positions and reducing 35 holdings. Its most notable exit was PIMCO Enhanced Short Maturity Active Exchange-Traded Fund, an estimated $17.8M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 7.4% of assets, up from 5.6% a quarter earlier, followed by Technology and Industrials.

Against the trend, Rovin Capital opened a new position in FT Vest US Equity Buffer ETF April worth $12.7M.

  • Rovin Capital's largest Q2 2022 buy was FT Vest US Equity Buffer ETF April: 448,840 shares worth $12.7M.
  • Rovin Capital added most to iShares Core MSCI Emerging Markets ETF in Q2 2022, an estimated $5.66M increase.
  • Rovin Capital's biggest Q2 2022 reduction was Vanguard Dividend Appreciation ETF, cutting an estimated $6.88M.
  • Rovin Capital fully exited PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2022, selling an estimated $17.8M.
  • Rovin Capital's ten largest holdings make up 57% of its $149M portfolio in Q2 2022.
  • Rovin Capital opened 16 new positions and closed 20 in Q2 2022.
  • Rovin Capital's portfolio value fell 21% quarter-over-quarter to $149M.

Based on Rovin Capital's 13F filing for Q2 2022, filed 22 Jul 2022.