RAM

Riggs Asset Management Portfolio holdings

AUM $407M
1-Year Est. Return 40.72%
This Quarter Est. Return
1 Year Est. Return
+40.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1 +$4.77M
2 +$4.18M
3 +$2.97M
4
T icon
AT&T
T
+$1.93M
5
CTRA icon
Coterra Energy
CTRA
+$1.78M

Top Sells

1 +$8M
2 +$7.41M
3 +$7.25M
4
C icon
Citigroup
C
+$6.17M
5
SLX icon
VanEck Steel ETF
SLX
+$5.71M

Sector Composition

1 Financials 18.63%
2 Energy 12.45%
3 Communication Services 6.41%
4 Industrials 5.86%
5 Healthcare 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-8,632
252
-124,614
253
-64,385
254
$0 ﹤0.01%
17
255
$0 ﹤0.01%
17
256
-23
257
-41,844
258
$0 ﹤0.01%
1
259
$0 ﹤0.01%
1
260
$0 ﹤0.01%
33
261
-100
262
-200
263
-230
264
-29
265
-300
266
-108