RAM
Redmond Asset Management Portfolio holdings
AUM
$419M
This Quarter Return
+2.83%
1 Year Return
+17.83%
3 Year Return
+75.71%
5 Year Return
+143.92%
10 Year Return
+349.03%
AUM
$198M
AUM Growth
+$198M
(-1.3%)
Cap. Flow
-$686K
Cap. Flow
% of AUM
-0.35%
Top 10 Holdings %
Top 10 Hldgs %
26.19%
Holding
151
New
11
Increased
46
Reduced
67
Closed
17
Top Buys
| 1 |
Ubiquiti
UI
|
$3.48M |
| 2 |
BSFT
BroadSoft, Inc.
BSFT
|
$2.79M |
| 3 |
Helen of Troy
HELE
|
$1.69M |
| 4 |
ICON
Iconix Brand Group, Inc.
ICON
|
$1.65M |
| 5 |
EnerSys
ENS
|
$1.52M |
Top Sells
| 1 |
HAR
Harman International Industries
HAR
|
$2.89M |
| 2 |
Gentex
GNTX
|
$2.58M |
| 3 |
Healthcare Services Group
HCSG
|
$1.57M |
| 4 |
Markel Group
MKL
|
$884K |
| 5 |
O'Reilly Automotive
ORLY
|
$785K |
Sector Composition
| 1 | Financials | 18.26% |
| 2 | Industrials | 17.1% |
| 3 | Technology | 14.18% |
| 4 | Consumer Discretionary | 13.75% |
| 5 | Healthcare | 10.9% |