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
$172M
AUM Growth
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$5.23M
3
+$4.63M
4
VZ icon
Verizon
VZ
+$4.44M
5
CBU icon
Community Bank
CBU
+$261K

Top Sells

1
+$4.99M
2
+$4.8M
3
+$3.56M
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$3.36M
5
FCG icon
First Trust Natural Gas ETF
FCG
+$2.88M

Sector Composition

1 Industrials 19.56%
2 Healthcare 17.35%
3 Financials 11.94%
4 Energy 9.51%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5K ﹤0.01%
+75
252
$5K ﹤0.01%
+65
253
$5K ﹤0.01%
+241
254
$5K ﹤0.01%
+95
255
$4K ﹤0.01%
+25
256
$4K ﹤0.01%
+150
257
$4K ﹤0.01%
+34
258
$4K ﹤0.01%
+25
259
$4K ﹤0.01%
+328
260
$3K ﹤0.01%
+70
261
$3K ﹤0.01%
+333
262
$3K ﹤0.01%
+52
263
$3K ﹤0.01%
+66
264
$3K ﹤0.01%
+300
265
$3K ﹤0.01%
+200
266
$2K ﹤0.01%
+100
267
$2K ﹤0.01%
+300
268
$2K ﹤0.01%
+75
269
$2K ﹤0.01%
+61
270
$2K ﹤0.01%
+33
271
$2K ﹤0.01%
+537
272
$2K ﹤0.01%
+245
273
$2K ﹤0.01%
+104
274
$2K ﹤0.01%
+73
275
$2K ﹤0.01%
+31
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