RAM
Redmond Asset Management Portfolio holdings
AUM
$419M
1-Year Return
17.83%
This Quarter Return
+23.2%
1 Year Return
+17.83%
3 Year Return
+75.71%
5 Year Return
+143.92%
10 Year Return
+349.03%
AUM
$282M
AUM Growth
+$43.1M
(+18%)
Cap. Flow
-$81.4K
Cap. Flow
% of AUM
-0.03%
Top 10 Holdings %
Top 10 Hldgs %
19.94%
Holding
179
New
20
Increased
40
Reduced
71
Closed
7
Top Buys
| 1 |
INTZ
INTRUSION INC NEW
INTZ
|
$5.58M |
| 2 |
Cogent Communications
CCOI
|
$3.4M |
| 3 |
Simon Property Group
SPG
|
$1.93M |
| 4 |
PAR Technology
PAR
|
$1.63M |
| 5 |
Texas Pacific Land
TPL
|
$1.4M |
Top Sells
| 1 |
BECN
Beacon Roofing Supply, Inc.
BECN
|
$3.47M |
| 2 |
CarMax
KMX
|
$2.59M |
| 3 |
MNR
Monmouth Real Estate Investment Corp
MNR
|
$1.44M |
| 4 |
HMSY
HMS Holdings Corp.
HMSY
|
$1.29M |
| 5 |
Trupanion
TRUP
|
$1.08M |
Sector Composition
| 1 | Technology | 23.83% |
| 2 | Industrials | 16.16% |
| 3 | Financials | 14.67% |
| 4 | Healthcare | 10.79% |
| 5 | Consumer Discretionary | 9.78% |
