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
301
$4.51K ﹤0.01%
49
-21
302
$4.46K ﹤0.01%
57
303
$4.39K ﹤0.01%
14
304
$4.38K ﹤0.01%
23
305
$4.36K ﹤0.01%
16
306
$4.29K ﹤0.01%
13
307
$4.12K ﹤0.01%
400
308
$4.03K ﹤0.01%
40
309
$3.86K ﹤0.01%
+188
310
$3.73K ﹤0.01%
+84
311
$3.61K ﹤0.01%
47
312
$3.46K ﹤0.01%
75
313
$3.43K ﹤0.01%
+26
314
$3.42K ﹤0.01%
221
315
$3.37K ﹤0.01%
+49
316
$3.32K ﹤0.01%
75
317
$3.23K ﹤0.01%
5
318
$3.19K ﹤0.01%
105
319
$3.15K ﹤0.01%
+48
320
$3.06K ﹤0.01%
68
321
$2.99K ﹤0.01%
+69
322
$2.98K ﹤0.01%
+135
323
$2.96K ﹤0.01%
95
324
$2.92K ﹤0.01%
50
325
$2.9K ﹤0.01%
19
-1
11 12
13
14 15