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
$248M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$6.5M
3
+$6.27M
4
BMY icon
Bristol-Myers Squibb
BMY
+$5.89M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.85M

Top Sells

1
+$6.83M
2
+$2.89M
3
+$1.79M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$876K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$350K

Sector Composition

1 Healthcare 12.31%
2 Financials 11.38%
3 Industrials 7.61%
4 Communication Services 7.1%
5 Technology 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6K ﹤0.01%
600
227
$6K ﹤0.01%
100
228
$6K ﹤0.01%
+250
229
$5K ﹤0.01%
151
230
$5K ﹤0.01%
+102
231
$5K ﹤0.01%
300
232
$5K ﹤0.01%
+130
233
$5K ﹤0.01%
73
234
$5K ﹤0.01%
+107
235
$5K ﹤0.01%
24
236
$5K ﹤0.01%
100
237
$5K ﹤0.01%
+114
238
$5K ﹤0.01%
+57
239
$5K ﹤0.01%
200
240
$5K ﹤0.01%
+500
241
$5K ﹤0.01%
328
242
$5K ﹤0.01%
53
243
$5K ﹤0.01%
35
244
$4K ﹤0.01%
+29
245
$4K ﹤0.01%
160
246
$4K ﹤0.01%
137
247
$4K ﹤0.01%
318
248
$4K ﹤0.01%
+14
249
$4K ﹤0.01%
221
250
$4K ﹤0.01%
412
8 9
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