RAM

Riggs Asset Management Portfolio holdings

AUM $496M
1-Year Est. Return 50.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$5.23M
3
+$4.63M
4
VZ icon
Verizon
VZ
+$4.44M
5
CBU icon
Community Bank
CBU
+$261K

Top Sells

1
+$4.99M
2
+$4.8M
3
+$3.56M
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$3.36M
5
FCG icon
First Trust Natural Gas ETF
FCG
+$2.88M

Sector Composition

1 Industrials 19.56%
2 Healthcare 17.35%
3 Financials 11.94%
4 Energy 9.51%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K ﹤0.01%
+125
227
$7K ﹤0.01%
+47
228
$7K ﹤0.01%
+500
229
$7K ﹤0.01%
+750
230
$7K ﹤0.01%
+123
231
$7K ﹤0.01%
+57
232
$7K ﹤0.01%
+117
233
$7K ﹤0.01%
+60
234
$7K ﹤0.01%
+187
235
$6K ﹤0.01%
+250
236
$6K ﹤0.01%
+342
237
$6K ﹤0.01%
+300
238
$6K ﹤0.01%
+115
239
$6K ﹤0.01%
+1,736
240
$5K ﹤0.01%
+70
241
$5K ﹤0.01%
+66
242
$5K ﹤0.01%
+121
243
$5K ﹤0.01%
+645
244
$5K ﹤0.01%
+2,000
245
$5K ﹤0.01%
+400
246
$5K ﹤0.01%
+550
247
$5K ﹤0.01%
+659
248
$5K ﹤0.01%
+123
249
$5K ﹤0.01%
+352
250
$5K ﹤0.01%
+200
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