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
$281M
AUM Growth
-$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$4.67M
3
+$2.77M
4
NVDA icon
NVIDIA
NVDA
+$2.71M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.42M

Top Sells

1
+$5.35M
2
+$4.57M
3
+$4.04M
4
RTX icon
RTX Corp
RTX
+$4.03M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.62M

Sector Composition

1 Technology 16.95%
2 Consumer Discretionary 6.19%
3 Industrials 5.81%
4 Financials 5.61%
5 Energy 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12.5K ﹤0.01%
10,600
227
$12K ﹤0.01%
+176
228
$11.9K ﹤0.01%
800
229
$11.8K ﹤0.01%
109
230
$11.2K ﹤0.01%
298
231
$11.2K ﹤0.01%
176
232
$11.2K ﹤0.01%
359
233
$11.1K ﹤0.01%
139
-4,229
234
$10.9K ﹤0.01%
185
+38
235
$10.9K ﹤0.01%
38
236
$10.7K ﹤0.01%
2,350
-200
237
$10.3K ﹤0.01%
80
238
$10.3K ﹤0.01%
400
+150
239
$10.2K ﹤0.01%
618
240
$10.1K ﹤0.01%
144
-284
241
$10K ﹤0.01%
+150
242
$9.99K ﹤0.01%
25
243
$9.97K ﹤0.01%
237
244
$9.94K ﹤0.01%
+331
245
$9.84K ﹤0.01%
50
246
$9.82K ﹤0.01%
260
247
$9.71K ﹤0.01%
194
248
$9.62K ﹤0.01%
111
249
$9.44K ﹤0.01%
85
-54
250
$9.3K ﹤0.01%
383
-400
8 9
10
11 12