RAM
Redmond Asset Management Portfolio holdings
AUM
$419M
This Quarter Return
+0.17%
1 Year Return
+17.83%
3 Year Return
+75.71%
5 Year Return
+143.92%
10 Year Return
+349.03%
AUM
$225M
AUM Growth
+$225M
(-3.4%)
Cap. Flow
-$4.2M
Cap. Flow
% of AUM
-1.87%
Top 10 Holdings %
Top 10 Hldgs %
21.92%
Holding
175
New
14
Increased
70
Reduced
67
Closed
12
Top Buys
| 1 |
DuPont de Nemours
DD
|
$2.66M |
| 2 |
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
|
$2.02M |
| 3 |
CarMax
KMX
|
$1.84M |
| 4 |
Texas Instruments
TXN
|
$1.81M |
| 5 |
Sally Beauty Holdings
SBH
|
$1.5M |
Top Sells
| 1 |
Copart
CPRT
|
$4.21M |
| 2 |
Gentex
GNTX
|
$2M |
| 3 |
HCCI
Heritage-Crystal Clean, Inc.
HCCI
|
$1.69M |
| 4 |
Healthpeak Properties
DOC
|
$1.31M |
| 5 |
Blackbaud
BLKB
|
$1.27M |
Sector Composition
| 1 | Technology | 20.98% |
| 2 | Industrials | 16.38% |
| 3 | Consumer Discretionary | 14.08% |
| 4 | Healthcare | 13.83% |
| 5 | Financials | 13.83% |
