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
$374M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$8.16M
3
+$4.9M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$4.33M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$4M

Top Sells

1
+$8.43M
2
+$5.65M
3
+$5.59M
4
NEM icon
Newmont
NEM
+$5.4M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.38M

Sector Composition

1 Technology 19.49%
2 Financials 8.48%
3 Consumer Discretionary 7.61%
4 Industrials 5.75%
5 Communication Services 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15.9K ﹤0.01%
176
227
$15.6K ﹤0.01%
101
+7
228
$15.5K ﹤0.01%
400
229
$15.3K ﹤0.01%
60
-1
230
$15K ﹤0.01%
800
231
$14.7K ﹤0.01%
176
-24,119
232
$14.6K ﹤0.01%
+57
233
$14.3K ﹤0.01%
155
+150
234
$14.2K ﹤0.01%
718
235
$14K ﹤0.01%
30
236
$14K ﹤0.01%
1,576
237
$13.1K ﹤0.01%
97
-101
238
$13K ﹤0.01%
245
239
$12.8K ﹤0.01%
500
240
$12.8K ﹤0.01%
322
241
$11.9K ﹤0.01%
653
242
$11.8K ﹤0.01%
111
243
$11.7K ﹤0.01%
591
-366
244
$11.5K ﹤0.01%
166
+82
245
$11.5K ﹤0.01%
48
+22
246
$11.4K ﹤0.01%
105
-34
247
$11.4K ﹤0.01%
359
248
$11.3K ﹤0.01%
+500
249
$10.7K ﹤0.01%
119
+86
250
$10.6K ﹤0.01%
40
8 9
10
11 12