RAM
Riggs Asset Management Portfolio holdings
AUM
$407M
1-Year Return
40.72%
This Quarter Return
+9.9%
1 Year Return
+40.72%
3 Year Return
+131.25%
5 Year Return
+231.61%
10 Year Return
+537.25%
AUM
$248M
AUM Growth
+$52.9M
(+27%)
Cap. Flow
+$35.6M
Cap. Flow
% of AUM
14.35%
Top 10 Holdings %
Top 10 Hldgs %
42.53%
Holding
310
New
52
Increased
56
Reduced
37
Closed
14
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$7.44M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$6.68M |
| 3 |
Invesco S&P SmallCap Health Care ETF
PSCH
|
$6.67M |
| 4 |
Bristol-Myers Squibb
BMY
|
$6.61M |
| 5 |
VanEck Gold Miners ETF
GDX
|
$5.2M |
Top Sells
Sector Composition
| 1 | Healthcare | 12.31% |
| 2 | Financials | 11.38% |
| 3 | Industrials | 7.61% |
| 4 | Communication Services | 7.1% |
| 5 | Technology | 5.6% |
