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
$369M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1 +$9.36M
2 +$7.84M
3 +$3.37M
4
MCD icon
McDonald's
MCD
+$2.8M
5
CMI icon
Cummins
CMI
+$2.69M

Top Sells

1 +$7.64M
2 +$5.44M
3 +$4.96M
4
MMM icon
3M
MMM
+$4.75M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$3.09M

Sector Composition

1 Technology 14.43%
2 Financials 7.42%
3 Consumer Discretionary 6.65%
4 Healthcare 6.43%
5 Communication Services 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-75
327
-129
328
$0 ﹤0.01%
1
329
-77
330
$0 ﹤0.01%
33
331
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332
-17
333
-5,541
334
$0 ﹤0.01%
7
335
$0 ﹤0.01%
2
336
$0 ﹤0.01%
12
-20,887
337
-50
338
$0 ﹤0.01%
1
339
-2,000
340
-62
341
-4,293
342
-6
343
-35
344
-100
345
0