RAM
Riggs Asset Management Portfolio holdings
AUM
$407M
1-Year Return
40.72%
This Quarter Return
+8.8%
1 Year Return
+40.72%
3 Year Return
+131.25%
5 Year Return
+231.61%
10 Year Return
+537.25%
AUM
$369M
AUM Growth
+$37.4M
(+11%)
Cap. Flow
+$17M
Cap. Flow
% of AUM
4.6%
Top 10 Holdings %
Top 10 Hldgs %
33.14%
Holding
346
New
23
Increased
64
Reduced
58
Closed
21
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
+$9.53M |
| 2 |
SPDR S&P Homebuilders ETF
XHB
|
+$8.39M |
| 3 |
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
|
+$3.35M |
| 4 |
McDonald's
MCD
|
+$2.97M |
| 5 |
Cummins
CMI
|
+$2.58M |
Top Sells
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
+$8.14M |
| 2 |
MDC
M.D.C. Holdings, Inc.
MDC
|
+$5.45M |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$5.43M |
| 4 |
3M
MMM
|
+$4.75M |
| 5 |
iShares Latin America 40 ETF
ILF
|
+$3.09M |
Sector Composition
| 1 | Technology | 14.44% |
| 2 | Financials | 7.41% |
| 3 | Consumer Discretionary | 6.65% |
| 4 | Healthcare | 6.43% |
| 5 | Communication Services | 5.23% |
