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
$201M
AUM Growth
+$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$6.8M
3 +$3.8M
4
BAC icon
Bank of America
BAC
+$3.52M
5
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$2.22M

Top Sells

1 +$8.16M
2 +$6.08M
3 +$6.07M
4
LOW icon
Lowe's Companies
LOW
+$4.77M
5
CVS icon
CVS Health
CVS
+$3.57M

Sector Composition

1 Financials 14.57%
2 Industrials 10.03%
3 Technology 9.49%
4 Energy 9.3%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$0 ﹤0.01%
1
277
-4
278
-204
279
$0 ﹤0.01%
10
280
-250
281
$0 ﹤0.01%
17
282
$0 ﹤0.01%
17
283
-151
284
-44
285
$0 ﹤0.01%
2
286
-236
287
$0 ﹤0.01%
15
288
-300
289
$0 ﹤0.01%
2
290
$0 ﹤0.01%
1
291
$0 ﹤0.01%
16
292
-337
293
-44
294
-185
295
-3,390
296
-16,280
297
-31
298
-178
299
$0 ﹤0.01%
200