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
$242M
AUM Growth
-$99.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.87M
3
+$4.6M
4
RTX icon
RTX Corp
RTX
+$2.53M
5
LMT icon
Lockheed Martin
LMT
+$2.4M

Top Sells

1
+$14.8M
2
+$7.54M
3
+$6.78M
4
QCOM icon
Qualcomm
QCOM
+$5.5M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$5.08M

Sector Composition

1 Technology 12.54%
2 Industrials 10.11%
3 Healthcare 7.17%
4 Consumer Discretionary 6.25%
5 Financials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4K ﹤0.01%
+100
252
$4K ﹤0.01%
236
-120
253
$3K ﹤0.01%
10
254
$3K ﹤0.01%
82
255
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30
-75
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$3K ﹤0.01%
330
-102
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44
258
$3K ﹤0.01%
214
259
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54
260
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100
261
$3K ﹤0.01%
+100
262
$3K ﹤0.01%
23
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$3K ﹤0.01%
221
264
$3K ﹤0.01%
68
265
$3K ﹤0.01%
61
266
$2K ﹤0.01%
25
-15
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$2K ﹤0.01%
249
-46
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$2K ﹤0.01%
42
269
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143
270
$2K ﹤0.01%
+20
271
$2K ﹤0.01%
24
272
$2K ﹤0.01%
111
273
$2K ﹤0.01%
+186
274
$2K ﹤0.01%
62
275
$2K ﹤0.01%
75
-31
9 10
11
12 13