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
$369M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$7.84M
3
+$3.37M
4
MCD icon
McDonald's
MCD
+$2.8M
5
CMI icon
Cummins
CMI
+$2.69M

Top Sells

1
+$7.64M
2
+$5.44M
3
+$4.96M
4
MMM icon
3M
MMM
+$4.75M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$3.09M

Sector Composition

1 Technology 14.43%
2 Financials 7.42%
3 Consumer Discretionary 6.65%
4 Healthcare 6.43%
5 Communication Services 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15K ﹤0.01%
1,517
227
$15K ﹤0.01%
+348
228
$13K ﹤0.01%
55
229
$13K ﹤0.01%
140
230
$12K ﹤0.01%
98
231
$12K ﹤0.01%
+675
232
$12K ﹤0.01%
59
+46
233
$12K ﹤0.01%
1,500
234
$12K ﹤0.01%
600
235
$12K ﹤0.01%
400
236
$11K ﹤0.01%
+633
237
$11K ﹤0.01%
498
+485
238
$11K ﹤0.01%
85
+61
239
$11K ﹤0.01%
80
240
$10K ﹤0.01%
142
241
$10K ﹤0.01%
68
242
$10K ﹤0.01%
148
243
$10K ﹤0.01%
417
244
$10K ﹤0.01%
443
245
$9K ﹤0.01%
49
246
$9K ﹤0.01%
239
247
$9K ﹤0.01%
120
248
$9K ﹤0.01%
100
249
$9K ﹤0.01%
1,000
250
$9K ﹤0.01%
66
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