RAM
Riggs Asset Management Portfolio holdings
AUM
$407M
1-Year Return
40.72%
This Quarter Return
+5.99%
1 Year Return
+40.72%
3 Year Return
+131.25%
5 Year Return
+231.61%
10 Year Return
+537.25%
AUM
$258M
AUM Growth
+$14.8M
(+6.1%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
3.92%
Top 10 Holdings %
Top 10 Hldgs %
28.67%
Holding
392
New
62
Increased
66
Reduced
69
Closed
22
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
+$9.27M |
| 2 |
VanEck Steel ETF
SLX
|
+$5.47M |
| 3 |
SPDR Gold Trust
GLD
|
+$5.31M |
| 4 |
SPDR S&P Semiconductor ETF
XSD
|
+$4.19M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$4.06M |
Top Sells
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
+$4.7M |
| 2 |
Devon Energy
DVN
|
+$4.59M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
+$4.56M |
| 4 |
iShares US Oil & Gas Exploration & Production ETF
IEO
|
+$4.1M |
| 5 |
CVS Health
CVS
|
+$3.91M |
Sector Composition
| 1 | Technology | 13.08% |
| 2 | Industrials | 12.01% |
| 3 | Financials | 5.59% |
| 4 | Healthcare | 5.24% |
| 5 | Consumer Discretionary | 5.15% |
