RAM

Ramsey Asset Management Portfolio holdings

AUM $48.8M
1-Year Est. Return 3.93%
This Quarter Est. Return
1 Year Est. Return
+3.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.1M
AUM Growth
-$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.78M
3
+$1.77M
4
AAPL icon
Apple
AAPL
+$963K

Top Sells

1
+$3.64M
2
+$3.61M
3
+$2.76M
4
SWFT
Swift Transportation Company
SWFT
+$1.88M

Sector Composition

1 Industrials 22.78%
2 Technology 19.45%
3 Financials 15.78%
4 Consumer Staples 9.16%
5 Healthcare 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.65M 8.68%
279,750
-93,250
2
$3.35M 5.14%
109,000
3
$3.09M 4.75%
224,000
4
$2.89M 4.44%
86,800
5
$2.81M 4.32%
37,385
6
$2.8M 4.31%
+3,050
7
$2.69M 4.14%
64,403
8
$2.65M 4.07%
230,000
9
$2.64M 4.05%
115,000
10
$1.98M 3.04%
54,900
11
$1.78M 2.73%
+69,170
12
$1.77M 2.73%
+13,848
13
$1.5M 2.31%
45,300
14
$1.23M 1.9%
65,100
-191,900
15
$1.13M 1.74%
13,530
16
$1.06M 1.64%
16,858
17
$1.02M 1.57%
24,000
18
$998K 1.53%
32,305
19
$994K 1.53%
21,486
20
$994K 1.53%
33,500
21
$985K 1.51%
15,231
22
$977K 1.5%
14,050
23
$965K 1.48%
26,200
24
$963K 1.48%
+56,560
25
$957K 1.47%
31,500
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