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
$343M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$6.42M
3
+$6.36M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.36M
5
AXP icon
American Express
AXP
+$3.11M

Top Sells

1
+$4.62M
2
+$4.4M
3
+$4.07M
4
SCHW icon
Charles Schwab
SCHW
+$2.91M
5
NVDA icon
NVIDIA
NVDA
+$2.77M

Sector Composition

1 Technology 19.54%
2 Consumer Discretionary 5.82%
3 Financials 5.05%
4 Industrials 3.74%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2.9K ﹤0.01%
23
327
$2.88K ﹤0.01%
613
+96
328
$2.88K ﹤0.01%
101
329
$2.81K ﹤0.01%
+9
330
$2.73K ﹤0.01%
+138
331
$2.71K ﹤0.01%
+72
332
$2.71K ﹤0.01%
100
333
$2.69K ﹤0.01%
+5
334
$2.65K ﹤0.01%
105
335
$2.64K ﹤0.01%
249
336
$2.63K ﹤0.01%
+187
337
$2.63K ﹤0.01%
68
338
$2.61K ﹤0.01%
90
339
$2.58K ﹤0.01%
19
340
$2.52K ﹤0.01%
+106
341
$2.49K ﹤0.01%
+8
342
$2.47K ﹤0.01%
63
343
$2.43K ﹤0.01%
400
344
$2.41K ﹤0.01%
220
-163
345
$2.41K ﹤0.01%
18
346
$2.4K ﹤0.01%
+15
347
$2.4K ﹤0.01%
21
348
$2.38K ﹤0.01%
+86
349
$2.33K ﹤0.01%
+26
350
$2.26K ﹤0.01%
+111
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