RAM

Riggs Asset Management Portfolio holdings

AUM $461M
1-Year Est. Return 54.36%
This Quarter Est. Return
1 Year Est. Return
+54.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.18M
3
+$4.04M
4
XOM icon
Exxon Mobil
XOM
+$3.93M
5
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$2.33M

Top Sells

1
+$8.16M
2
+$6.99M
3
+$6.16M
4
LOW icon
Lowe's Companies
LOW
+$4.84M
5
CVS icon
CVS Health
CVS
+$3.45M

Sector Composition

1 Financials 14.57%
2 Industrials 10.03%
3 Technology 9.49%
4 Energy 9.3%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4K ﹤0.01%
100
227
$4K ﹤0.01%
39
-7
228
$4K ﹤0.01%
57
229
$4K ﹤0.01%
29
-50,698
230
$4K ﹤0.01%
34
231
$3K ﹤0.01%
19
232
$3K ﹤0.01%
1,000
+450
233
$3K ﹤0.01%
+45
234
$3K ﹤0.01%
300
235
$3K ﹤0.01%
202
236
$3K ﹤0.01%
61
237
$3K ﹤0.01%
25
238
$3K ﹤0.01%
111
-37
239
$3K ﹤0.01%
62
240
$3K ﹤0.01%
+135
241
$3K ﹤0.01%
67
242
$3K ﹤0.01%
23
-37
243
$3K ﹤0.01%
200
244
$2K ﹤0.01%
90
245
$2K ﹤0.01%
19
246
$2K ﹤0.01%
33
247
$2K ﹤0.01%
1,124
248
$2K ﹤0.01%
161
249
$1K ﹤0.01%
+40
250
$1K ﹤0.01%
10
8 9
10
11 12