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

Top Buys

1
+$7.43M
2
+$6.68M
3
+$6.67M
4
BMY icon
Bristol-Myers Squibb
BMY
+$6.61M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$5.2M

Top Sells

1
+$8.29M
2
+$2.89M
3
+$1.87M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$875K
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%
192
227
$6K ﹤0.01%
50
228
$6K ﹤0.01%
+1,846
229
$5K ﹤0.01%
+102
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$5K ﹤0.01%
300
231
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+130
232
$5K ﹤0.01%
73
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$5K ﹤0.01%
+107
234
$5K ﹤0.01%
24
235
$5K ﹤0.01%
328
236
$5K ﹤0.01%
53
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$5K ﹤0.01%
35
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100
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$5K ﹤0.01%
+114
240
$5K ﹤0.01%
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$5K ﹤0.01%
+57
242
$5K ﹤0.01%
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$5K ﹤0.01%
+500
244
$4K ﹤0.01%
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245
$4K ﹤0.01%
137
246
$4K ﹤0.01%
318
247
$4K ﹤0.01%
+14
248
$4K ﹤0.01%
221
249
$4K ﹤0.01%
+29
250
$4K ﹤0.01%
412
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