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
$343M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$6.42M
3
+$6.36M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.36M
5
AXP icon
American Express
AXP
+$3.11M

Top Sells

1
+$4.62M
2
+$4.4M
3
+$4.07M
4
SCHW icon
Charles Schwab
SCHW
+$2.91M
5
NVDA icon
NVIDIA
NVDA
+$2.77M

Sector Composition

1 Technology 19.54%
2 Consumer Discretionary 5.82%
3 Financials 5.05%
4 Industrials 3.74%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8.74K ﹤0.01%
41
+2
252
$8.65K ﹤0.01%
150
253
$8.44K ﹤0.01%
100
254
$8.32K ﹤0.01%
132
255
$8.07K ﹤0.01%
300
256
$7.99K ﹤0.01%
110
257
$7.62K ﹤0.01%
+76
258
$7.53K ﹤0.01%
141
-74
259
$7.25K ﹤0.01%
245
260
$7.19K ﹤0.01%
85
261
$7.19K ﹤0.01%
124
+14
262
$7.18K ﹤0.01%
79
+4
263
$7.12K ﹤0.01%
300
264
$7.1K ﹤0.01%
20
+4
265
$6.66K ﹤0.01%
50
266
$6.47K ﹤0.01%
137
267
$6.46K ﹤0.01%
+200
268
$6.37K ﹤0.01%
80
269
$6.27K ﹤0.01%
138
+38
270
$6.21K ﹤0.01%
274
271
$6.2K ﹤0.01%
25
272
$6.02K ﹤0.01%
1,400
-200
273
$5.98K ﹤0.01%
123
274
$5.89K ﹤0.01%
98
275
$5.86K ﹤0.01%
606
+273
9 10
11
12 13