RG
Rikoon Group Portfolio holdings
AUM
$376M
1-Year Est. Return
56.8%
1 Year Est. Return
+56.8%
AUM
$358M
AUM Growth
+$34.6M
(+11%)
Holding
229
Top Buys
| 1 | +$735K | |
| 2 | +$636K | |
| 3 | +$590K | |
| 4 |
CCON
Direxion Connected Consumer ETF
CCON
|
+$475K |
| 5 |
iShares US Transportation ETF
IYT
|
+$375K |
Top Sells
| 1 | +$760K | |
| 2 | +$556K | |
| 3 | +$547K | |
| 4 |
Verizon
VZ
|
+$482K |
| 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
Vanguard Small-Cap ETF
VB
$67B
| – | – |
-1,481
|
|
||
227
Financial Select Sector SPDR Fund
XLF
$53.7B
| – | – |
-13,274
|
|
||
|
BRMK
228
DELISTED
Broadmark Realty Capital Inc. Common Stock
BRMK
| – | – |
-20,748
|
|
||
|
UN
229
DELISTED
Unilever NV New York Registry Shares
UN
| – | – |
-12,589
|
|