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
$374M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$8.16M
3
+$4.9M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$4.33M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$4M

Top Sells

1
+$8.43M
2
+$5.65M
3
+$5.59M
4
NEM icon
Newmont
NEM
+$5.4M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.38M

Sector Composition

1 Technology 19.49%
2 Financials 8.48%
3 Consumer Discretionary 7.61%
4 Industrials 5.75%
5 Communication Services 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$10.5K ﹤0.01%
187
252
$10.2K ﹤0.01%
71
-42
253
$10.2K ﹤0.01%
16
+14
254
$10.2K ﹤0.01%
301
-129,574
255
$10.1K ﹤0.01%
144
256
$10.1K ﹤0.01%
300
257
$9.94K ﹤0.01%
510
258
$9.73K ﹤0.01%
81
259
$9.6K ﹤0.01%
40
260
$9.57K ﹤0.01%
+126
261
$9.37K ﹤0.01%
80
262
$9.3K ﹤0.01%
+1,000
263
$9.27K ﹤0.01%
+500
264
$9.08K ﹤0.01%
+1,392
265
$9.05K ﹤0.01%
+53
266
$8.95K ﹤0.01%
121
-104
267
$8.94K ﹤0.01%
+220
268
$8.81K ﹤0.01%
98
269
$8.74K ﹤0.01%
981
270
$8.73K ﹤0.01%
250
271
$8.64K ﹤0.01%
66
272
$8.48K ﹤0.01%
150
273
$7.92K ﹤0.01%
110
-15
274
$7.73K ﹤0.01%
16
-26
275
$7.63K ﹤0.01%
100
9 10
11
12 13