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
$258M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$9.27M
2
+$5.47M
3
+$5.31M
4
XSD icon
State Street SPDR S&P Semiconductor ETF
XSD
+$4.19M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.06M

Top Sells

1
+$4.7M
2
+$4.59M
3
+$4.56M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$4.1M
5
CVS icon
CVS Health
CVS
+$3.91M

Sector Composition

1 Technology 13.08%
2 Industrials 12.01%
3 Financials 5.59%
4 Healthcare 5.24%
5 Consumer Discretionary 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.72K ﹤0.01%
61
277
$3.7K ﹤0.01%
450
+100
278
$3.64K ﹤0.01%
221
279
$3.62K ﹤0.01%
23
280
$3.34K ﹤0.01%
75
281
$3.29K ﹤0.01%
50
282
$3.24K ﹤0.01%
21
283
$3.16K ﹤0.01%
235
284
$2.9K ﹤0.01%
30
285
$2.82K ﹤0.01%
122
-37,583
286
$2.74K ﹤0.01%
68
287
$2.67K ﹤0.01%
1,500
288
$2.66K ﹤0.01%
35
289
$2.64K ﹤0.01%
214
290
$2.55K ﹤0.01%
143
291
$2.54K ﹤0.01%
+333
292
$2.54K ﹤0.01%
+400
293
$2.48K ﹤0.01%
30
294
$2.22K ﹤0.01%
77
295
$2.16K ﹤0.01%
63
+2
296
$2.09K ﹤0.01%
10
297
$2.02K ﹤0.01%
249
298
$1.98K ﹤0.01%
19
299
$1.94K ﹤0.01%
41
300
$1.91K ﹤0.01%
+9
10 11
12
13 14