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
$343M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$6.42M
3
+$6.36M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.36M
5
AXP icon
American Express
AXP
+$3.11M

Top Sells

1
+$4.62M
2
+$4.4M
3
+$4.07M
4
SCHW icon
Charles Schwab
SCHW
+$2.91M
5
NVDA icon
NVIDIA
NVDA
+$2.77M

Sector Composition

1 Technology 19.54%
2 Consumer Discretionary 5.82%
3 Financials 5.05%
4 Industrials 3.74%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.85K ﹤0.01%
14
277
$5.79K ﹤0.01%
+106
278
$5.78K ﹤0.01%
+165
279
$5.74K ﹤0.01%
301
280
$5.73K ﹤0.01%
700
281
$5.72K ﹤0.01%
+19
282
$5.51K ﹤0.01%
313
283
$5.5K ﹤0.01%
32
+8
284
$5.33K ﹤0.01%
71
285
$5.06K ﹤0.01%
400
286
$4.97K ﹤0.01%
82
287
$4.76K ﹤0.01%
23
+10
288
$4.75K ﹤0.01%
+24
289
$4.74K ﹤0.01%
+23
290
$4.72K ﹤0.01%
100
291
$4.71K ﹤0.01%
47
292
$4.55K ﹤0.01%
+7
293
$4.46K ﹤0.01%
+18
294
$4.38K ﹤0.01%
+76
295
$4.31K ﹤0.01%
40
296
$4.27K ﹤0.01%
3,446
297
$4.24K ﹤0.01%
16
+1
298
$4.24K ﹤0.01%
55
+30
299
$4.19K ﹤0.01%
+6
300
$4.18K ﹤0.01%
18
-18
10 11
12
13 14