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
$248M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$6.68M
3
+$6.67M
4
BMY icon
Bristol-Myers Squibb
BMY
+$6.61M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$5.2M

Top Sells

1
+$8.29M
2
+$2.89M
3
+$1.87M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$875K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$350K

Sector Composition

1 Healthcare 12.31%
2 Financials 11.38%
3 Industrials 7.61%
4 Communication Services 7.1%
5 Technology 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
127
252
$3K ﹤0.01%
16
253
$3K ﹤0.01%
53
254
$3K ﹤0.01%
25
255
$3K ﹤0.01%
62
256
$3K ﹤0.01%
231
+10
257
$2K ﹤0.01%
1,000
-2,000
258
$2K ﹤0.01%
83
-77
259
$2K ﹤0.01%
+60
260
$2K ﹤0.01%
105
261
$2K ﹤0.01%
214
262
$2K ﹤0.01%
161
263
$2K ﹤0.01%
50
-100
264
$2K ﹤0.01%
54
265
$2K ﹤0.01%
115
266
$2K ﹤0.01%
23
267
$2K ﹤0.01%
68
268
$2K ﹤0.01%
+26
269
$2K ﹤0.01%
111
270
$2K ﹤0.01%
33
271
$2K ﹤0.01%
67
272
$1K ﹤0.01%
22
273
$1K ﹤0.01%
+289
274
$1K ﹤0.01%
16
-132,588
275
$1K ﹤0.01%
+30
9 10
11
12 13