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
$343M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$6.42M
3
+$6.36M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.36M
5
AXP icon
American Express
AXP
+$3.11M

Top Sells

1
+$4.62M
2
+$4.4M
3
+$4.07M
4
SCHW icon
Charles Schwab
SCHW
+$2.91M
5
NVDA icon
NVIDIA
NVDA
+$2.77M

Sector Composition

1 Technology 19.54%
2 Consumer Discretionary 5.82%
3 Financials 5.05%
4 Industrials 3.74%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13.6K ﹤0.01%
34
+4
227
$13.1K ﹤0.01%
25
228
$12.7K ﹤0.01%
298
229
$12.7K ﹤0.01%
+75
230
$12.2K ﹤0.01%
282
+32
231
$12.1K ﹤0.01%
361
232
$11.7K ﹤0.01%
500
+100
233
$11.7K ﹤0.01%
143
234
$11.5K ﹤0.01%
359
235
$11.5K ﹤0.01%
144
236
$11.5K ﹤0.01%
1,149
+19
237
$11.1K ﹤0.01%
45
+5
238
$10.7K ﹤0.01%
4,000
239
$10.7K ﹤0.01%
50
240
$10.5K ﹤0.01%
111
241
$10.2K ﹤0.01%
194
242
$10.1K ﹤0.01%
202
+84
243
$9.99K ﹤0.01%
40
244
$9.61K ﹤0.01%
23
+3
245
$9.44K ﹤0.01%
26
+1
246
$9.14K ﹤0.01%
40
247
$9.1K ﹤0.01%
400
248
$9.02K ﹤0.01%
127
+7
249
$8.96K ﹤0.01%
+350
250
$8.89K ﹤0.01%
66
8 9
10
11 12