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
$332M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$7.25M
3
+$2.64M
4
CMCSA icon
Comcast
CMCSA
+$2.27M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.23M

Top Sells

1
+$8.83M
2
+$7.67M
3
+$5.32M
4
BMY icon
Bristol-Myers Squibb
BMY
+$4.77M
5
XOP icon
State Street 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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4K ﹤0.01%
24
277
$4K ﹤0.01%
50
278
$4K ﹤0.01%
150
279
$4K ﹤0.01%
221
280
$4K ﹤0.01%
68
281
$4K ﹤0.01%
61
282
$4K ﹤0.01%
77
283
$3K ﹤0.01%
10
284
$3K ﹤0.01%
143
285
$3K ﹤0.01%
56
286
$3K ﹤0.01%
21
-9,801
287
$3K ﹤0.01%
+13
288
$3K ﹤0.01%
10
289
$3K ﹤0.01%
9
290
$3K ﹤0.01%
+55
291
$3K ﹤0.01%
23
292
$3K ﹤0.01%
35
293
$3K ﹤0.01%
25
294
$3K ﹤0.01%
197
295
$3K ﹤0.01%
111
296
$3K ﹤0.01%
62
297
$3K ﹤0.01%
67
298
$2K ﹤0.01%
20
299
$2K ﹤0.01%
600
300
$2K ﹤0.01%
150
10 11
12
13 14