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
326
$2.89K ﹤0.01%
24
327
$2.88K ﹤0.01%
1,500
328
$2.83K ﹤0.01%
23
329
$2.74K ﹤0.01%
502
+14
330
$2.74K ﹤0.01%
208
331
$2.7K ﹤0.01%
9
332
$2.69K ﹤0.01%
+31
333
$2.63K ﹤0.01%
333
334
$2.51K ﹤0.01%
46
-56
335
$2.43K ﹤0.01%
3,050
+1,494
336
$2.38K ﹤0.01%
400
-1,000
337
$2.27K ﹤0.01%
160
-95
338
$2.25K ﹤0.01%
+46
339
$2.2K ﹤0.01%
5
340
$2.15K ﹤0.01%
62
341
$2.11K ﹤0.01%
83
+50
342
$2.08K ﹤0.01%
18
343
$2.07K ﹤0.01%
143
344
$2.05K ﹤0.01%
249
345
$2.02K ﹤0.01%
+46
346
$2K ﹤0.01%
+39
347
$1.99K ﹤0.01%
+37
348
$1.93K ﹤0.01%
214
349
$1.81K ﹤0.01%
27
350
$1.81K ﹤0.01%
63
12 13
14
15 16