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
$156M
AUM Growth
-$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.41M
3
+$3.39M
4
VZ icon
Verizon
VZ
+$2.97M
5
CRWD icon
CrowdStrike
CRWD
+$577K

Top Sells

1
+$16M
2
+$9.09M
3
+$5.91M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.07M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.99M

Sector Composition

1 Healthcare 15.77%
2 Financials 11.86%
3 Technology 10.48%
4 Communication Services 7.32%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2K ﹤0.01%
91
227
$2K ﹤0.01%
47
-101
228
$2K ﹤0.01%
214
229
$2K ﹤0.01%
161
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$2K ﹤0.01%
50
231
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23
232
$2K ﹤0.01%
47
-537
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$2K ﹤0.01%
53
234
$1K ﹤0.01%
83
235
$1K ﹤0.01%
105
236
$1K ﹤0.01%
318
237
$1K ﹤0.01%
89
+75
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$1K ﹤0.01%
115
239
$1K ﹤0.01%
68
240
$1K ﹤0.01%
61
-400
241
$1K ﹤0.01%
26
242
$1K ﹤0.01%
29
-328
243
$1K ﹤0.01%
25
244
$1K ﹤0.01%
111
245
$1K ﹤0.01%
62
246
$1K ﹤0.01%
33
247
$1K ﹤0.01%
67
248
$1K ﹤0.01%
200
249
$0 ﹤0.01%
12
250
– –
-5,760
8 9
10
11 12