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
351
$1.81K ﹤0.01%
+21
352
$1.77K ﹤0.01%
+41
353
$1.76K ﹤0.01%
+50
354
$1.66K ﹤0.01%
+48
355
$1.65K ﹤0.01%
19
+15
356
$1.63K ﹤0.01%
110
357
$1.62K ﹤0.01%
+34
358
$1.55K ﹤0.01%
+200
359
$1.51K ﹤0.01%
+534
360
$1.5K ﹤0.01%
9
-150
361
$1.49K ﹤0.01%
600
362
$1.45K ﹤0.01%
21
363
$1.32K ﹤0.01%
160
364
$1.3K ﹤0.01%
+65
365
$1.22K ﹤0.01%
40
366
$1.16K ﹤0.01%
20
367
$1.13K ﹤0.01%
+15
368
$1.11K ﹤0.01%
44
369
$1.09K ﹤0.01%
80
370
$1.07K ﹤0.01%
24
371
$994 ﹤0.01%
10
372
$894 ﹤0.01%
+18
373
$890 ﹤0.01%
150
374
$836 ﹤0.01%
+100
375
$777 ﹤0.01%
+5
13 14
15
16 17