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
$242M
AUM Growth
-$99.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1 +$4.93M
2 +$4.87M
3 +$4.6M
4
RTX icon
RTX Corp
RTX
+$2.53M
5
LMT icon
Lockheed Martin
LMT
+$2.4M

Top Sells

1 +$14.8M
2 +$7.54M
3 +$6.78M
4
QCOM icon
Qualcomm
QCOM
+$5.5M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$5.08M

Sector Composition

1 Technology 12.54%
2 Industrials 10.11%
3 Healthcare 7.17%
4 Consumer Discretionary 6.25%
5 Financials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$7K ﹤0.01%
66
-47,912
227
$6K ﹤0.01%
66
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1,500
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240
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1,650
241
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2,050
-4,895
242
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14
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72
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22
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133
-13
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$4K ﹤0.01%
+50
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25