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
$219M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$4.96M
2 +$2.31M
3 +$1.78M
4
PI icon
Impinj
PI
+$708K
5
DY icon
Dycom Industries
DY
+$682K

Top Sells

1 +$2.71M
2 +$2.25M
3 +$2.02M
4
ABCO
Advisory Board Co
ABCO
+$1.74M
5
CVX icon
Chevron
CVX
+$1.57M

Sector Composition

1 Industrials 18.05%
2 Technology 17.48%
3 Healthcare 16.15%
4 Consumer Discretionary 15.29%
5 Financials 13.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-33,773
152
-60,827