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
326
$3.44K ﹤0.01%
35
327
$3.43K ﹤0.01%
57
+7
328
$3.4K ﹤0.01%
75
+13
329
$3.35K ﹤0.01%
10
330
$3.32K ﹤0.01%
7
331
$3.22K ﹤0.01%
+36
332
$3.21K ﹤0.01%
+124
333
$3.19K ﹤0.01%
214
334
$3.17K ﹤0.01%
5
335
$3.16K ﹤0.01%
86
336
$3.15K ﹤0.01%
33
337
$3.15K ﹤0.01%
100
338
$3.12K ﹤0.01%
7
339
$3.11K ﹤0.01%
+40
340
$3.08K ﹤0.01%
52
+19
341
$3.04K ﹤0.01%
33
342
$3.03K ﹤0.01%
279
+250
343
$2.99K ﹤0.01%
9
344
$2.89K ﹤0.01%
40
345
$2.85K ﹤0.01%
36
+21
346
$2.83K ﹤0.01%
187
347
$2.8K ﹤0.01%
52
-15
348
$2.75K ﹤0.01%
64
+1
349
$2.75K ﹤0.01%
350
350
$2.75K ﹤0.01%
8
12 13
14
15 16