RAM

Redmond Asset Management Portfolio holdings

AUM $392M
1-Year Est. Return 10.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
-$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$3.48M
2 +$2.51M
3 +$1.68M
4
HELE icon
Helen of Troy
HELE
+$1.58M
5
ENS icon
EnerSys
ENS
+$1.48M

Top Sells

1 +$2.89M
2 +$2.49M
3 +$1.58M
4
MKL icon
Markel Group
MKL
+$831K
5
ORLY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-19,900