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
$374M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$8.16M
3
+$4.9M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$4.33M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$4M

Top Sells

1
+$8.43M
2
+$5.65M
3
+$5.59M
4
NEM icon
Newmont
NEM
+$5.4M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.38M

Sector Composition

1 Technology 19.49%
2 Financials 8.48%
3 Consumer Discretionary 7.61%
4 Industrials 5.75%
5 Communication Services 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4.75K ﹤0.01%
+38
302
$4.75K ﹤0.01%
23
303
$4.72K ﹤0.01%
39
304
$4.71K ﹤0.01%
137
305
$4.65K ﹤0.01%
+2,500
306
$4.61K ﹤0.01%
+26
307
$4.6K ﹤0.01%
200
308
$4.5K ﹤0.01%
400
-55
309
$4.34K ﹤0.01%
17
+2
310
$4.27K ﹤0.01%
47
311
$4.05K ﹤0.01%
77
312
$4.01K ﹤0.01%
1,200
313
$3.96K ﹤0.01%
188
314
$3.96K ﹤0.01%
69
315
$3.93K ﹤0.01%
106
316
$3.85K ﹤0.01%
105
-60
317
$3.85K ﹤0.01%
84
318
$3.84K ﹤0.01%
+9
319
$3.56K ﹤0.01%
23
+4
320
$3.56K ﹤0.01%
40
321
$3.53K ﹤0.01%
5
+4
322
$3.53K ﹤0.01%
100
323
$3.52K ﹤0.01%
10
324
$3.48K ﹤0.01%
+46
325
$3.46K ﹤0.01%
46
11 12
13
14 15