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
326
-142
327
-3,750
328
-25
329
-200
330
-55
331
-49
332
-34
333
-38,517
334
-775
335
-24
336
-100
337
-400
338
-140
339
-1
340
-250
341
-42
342
0
343
-375
344
-113
345
-17
346
-2,692
347
-2,684
348
-1,199
349
$0 ﹤0.01%
1