RA
Ruggaard & Associates Portfolio holdings
AUM
$249M
This Quarter Return
+4.38%
1 Year Return
+10.73%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
–
Cap. Flow
+$162M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.31%
Holding
106
New
106
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.35% |
| 2 | Energy | 2.93% |
| 3 | Healthcare | 2.87% |
| 4 | Financials | 2.56% |
| 5 | Consumer Staples | 2.52% |
