RIM
Rampart Investment Management Portfolio holdings
AUM
$158M
This Quarter Return
-4.35%
1 Year Return
+27.88%
3 Year Return
+74.04%
5 Year Return
+165.37%
10 Year Return
–
AUM
$228M
AUM Growth
+$228M
(-7.9%)
Cap. Flow
-$5.28M
Cap. Flow
% of AUM
-2.31%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
14
New
4
Increased
3
Reduced
3
Closed
4
Top Buys
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$55M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$16.8M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$12.7M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$12.5M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$812K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$73.9M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$14.2M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$13.6M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$1.25M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$208K |
