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
$369M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$7.84M
3
+$3.37M
4
MCD icon
McDonald's
MCD
+$2.8M
5
CMI icon
Cummins
CMI
+$2.69M

Top Sells

1
+$7.64M
2
+$5.44M
3
+$4.96M
4
MMM icon
3M
MMM
+$4.75M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$3.09M

Sector Composition

1 Technology 14.43%
2 Financials 7.42%
3 Consumer Discretionary 6.65%
4 Healthcare 6.43%
5 Communication Services 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8K ﹤0.01%
75
252
$8K ﹤0.01%
100
253
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51
+50
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$7K ﹤0.01%
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$7K ﹤0.01%
1,500
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$7K ﹤0.01%
60
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$6K ﹤0.01%
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$6K ﹤0.01%
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47
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$6K ﹤0.01%
34
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$6K ﹤0.01%
170
266
$5K ﹤0.01%
+88
267
$5K ﹤0.01%
200
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$5K ﹤0.01%
356
269
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270
$5K ﹤0.01%
150
-48
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$5K ﹤0.01%
72
272
$5K ﹤0.01%
105
273
$5K ﹤0.01%
150
274
$5K ﹤0.01%
+75
275
$4K ﹤0.01%
113
-112
9 10
11
12 13