RAM

Riggs Asset Management Portfolio holdings

AUM $496M
1-Year Est. Return 50.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
-$99.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1 +$5.12M
2 +$5.03M
3 +$4.65M
4
MSFT icon
Microsoft
MSFT
+$2.54M
5
RTX icon
RTX Corp
RTX
+$2.53M

Top Sells

1 +$15.3M
2 +$7.62M
3 +$7.54M
4
QCOM icon
Qualcomm
QCOM
+$5.8M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$5.56M

Sector Composition

1 Technology 12.53%
2 Industrials 10.11%
3 Healthcare 7.17%
4 Consumer Discretionary 6.25%
5 Financials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-113
302
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303
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304
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305
-15,234
306
-5
307
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$0 ﹤0.01%
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$0 ﹤0.01%
2
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312
$0 ﹤0.01%
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$0 ﹤0.01%
10
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320
$0 ﹤0.01%
10
321
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$0 ﹤0.01%
150
324
$0 ﹤0.01%
1
325
-6,507