RAM
Riggs Asset Management Portfolio holdings
AUM
$407M
1-Year Return
40.72%
This Quarter Return
-1.84%
1 Year Return
+40.72%
3 Year Return
+131.25%
5 Year Return
+231.61%
10 Year Return
+537.25%
AUM
$281M
AUM Growth
-$2.92M
(-1%)
Cap. Flow
+$6.93M
Cap. Flow
% of AUM
2.47%
Top 10 Holdings %
Top 10 Hldgs %
31.02%
Holding
441
New
56
Increased
74
Reduced
83
Closed
27
Top Buys
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$4.99M |
| 2 |
Schlumberger
SLB
|
$4.67M |
| 3 |
iShares US Home Construction ETF
ITB
|
$2.77M |
| 4 |
NVIDIA
NVDA
|
$2.71M |
| 5 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$2.42M |
Top Sells
| 1 |
Cummins
CMI
|
$5.35M |
| 2 |
UnitedHealth
UNH
|
$4.57M |
| 3 |
Lockheed Martin
LMT
|
$4.04M |
| 4 |
RTX Corp
RTX
|
$4.03M |
| 5 |
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% |
