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
$281M
AUM Growth
-$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$4.67M
3
+$2.77M
4
NVDA icon
NVIDIA
NVDA
+$2.71M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.42M

Top Sells

1
+$5.35M
2
+$4.57M
3
+$4.04M
4
RTX icon
RTX Corp
RTX
+$4.03M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.62M

Sector Composition

1 Technology 16.95%
2 Consumer Discretionary 6.19%
3 Industrials 5.81%
4 Financials 5.61%
5 Energy 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6.23K ﹤0.01%
94
277
$6.09K ﹤0.01%
50
278
$6.03K ﹤0.01%
152
279
$5.95K ﹤0.01%
39
-14
280
$5.81K ﹤0.01%
700
-200
281
$5.75K ﹤0.01%
700
+300
282
$5.65K ﹤0.01%
101
283
$5.63K ﹤0.01%
375
284
$5.59K ﹤0.01%
71
-1,249
285
$5.43K ﹤0.01%
101
+48
286
$5.35K ﹤0.01%
+80
287
$5.11K ﹤0.01%
+98
288
$5.1K ﹤0.01%
75
289
$5.1K ﹤0.01%
63
290
$5.05K ﹤0.01%
25
291
$5.04K ﹤0.01%
137
292
$4.93K ﹤0.01%
75
293
$4.88K ﹤0.01%
+82
294
$4.82K ﹤0.01%
17
295
$4.79K ﹤0.01%
80
296
$4.7K ﹤0.01%
313
-500
297
$4.68K ﹤0.01%
500
298
$4.61K ﹤0.01%
89
-81
299
$4.54K ﹤0.01%
100
300
$4.51K ﹤0.01%
700
+200
10 11
12
13 14