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RG
Rikoon Group Portfolio holdings
AUM
$376M
1-Year Est. Return
56.75%
This Fund
S&P 500
1 Year Est. Return
+56.75%
AUM
$358M
AUM Growth
+$34.6M
(+11%)
Holding
229
Top Buys
| 1 | +$657K | |
| 2 | +$636K | |
| 3 | +$569K | |
| 4 |
CCON
Direxion Connected Consumer ETF
CCON
|
+$441K |
| 5 |
iShares US Transportation ETF
IYT
|
+$363K |
Top Sells
| 1 | +$760K | |
| 2 | +$507K | |
| 3 | +$492K | |
| 4 |
Verizon
VZ
|
+$488K |
| 5 |
Equinor
EQNR
|
+$419K |
Sector Composition
| 1 | Healthcare | 19.26% |
| 2 | Technology | 14.6% |
| 3 | Consumer Staples | 10.57% |
| 4 | Industrials | 9.85% |
| 5 | Communication Services | 9.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
226
Equinor
EQNR
$84.6B
| – | – |
-29,783
|
|
||
227
Vanguard Small-Cap ETF
VB
$79.9B
| – | – |
-1,481
|
|
||
228
State Street Financial Select Sector SPDR ETF
XLF
$51.2B
| – | – |
-13,274
|
|
||
|
UN
229
DELISTED
Unilever NV New York Registry Shares
UN
| – | – |
-12,589
|
|