RG
Rikoon Group Portfolio holdings
AUM
$376M
1-Year Est. Return
56.8%
1 Year Est. Return
+56.8%
AUM
$269M
AUM Growth
+$27.3M
(+11%)
Holding
208
Top Buys
| 1 | +$774K | |
| 2 | +$659K | |
| 3 | +$603K | |
| 4 |
JPMorgan Chase
JPM
|
+$535K |
| 5 |
Roku
ROKU
|
+$309K |
Top Sells
| 1 | +$680K | |
| 2 | +$397K | |
| 3 | +$373K | |
| 4 |
Sprouts Farmers Market
SFM
|
+$268K |
| 5 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$239K |
Sector Composition
| 1 | Healthcare | 20.91% |
| 2 | Industrials | 11.84% |
| 3 | Consumer Staples | 11.77% |
| 4 | Technology | 9.55% |
| 5 | Financials | 9.26% |