RAM
Riggs Asset Management Portfolio holdings
AUM
$407M
1-Year Return
40.72%
This Quarter Return
-1.18%
1 Year Return
+40.72%
3 Year Return
+131.25%
5 Year Return
+231.61%
10 Year Return
+537.25%
AUM
$332M
AUM Growth
-$27.8M
(-7.7%)
Cap. Flow
-$17.5M
Cap. Flow
% of AUM
-5.28%
Top 10 Holdings %
Top 10 Hldgs %
32.56%
Holding
333
New
18
Increased
55
Reduced
58
Closed
10
Top Buys
| 1 |
VanEck Semiconductor ETF
SMH
|
+$11.8M |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
+$7.25M |
| 3 |
McDonald's
MCD
|
+$2.64M |
| 4 |
Comcast
CMCSA
|
+$2.27M |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.23M |
Top Sells
| 1 |
VanEck Oil Services ETF
OIH
|
+$8.83M |
| 2 |
SPDR S&P Metals & Mining ETF
XME
|
+$7.67M |
| 3 |
Amgen
AMGN
|
+$5.32M |
| 4 |
Bristol-Myers Squibb
BMY
|
+$4.77M |
| 5 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
+$4.41M |
Sector Composition
| 1 | Technology | 12.31% |
| 2 | Financials | 8.26% |
| 3 | Consumer Discretionary | 7.66% |
| 4 | Communication Services | 6.09% |
| 5 | Healthcare | 5.83% |
