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
376
$772 ﹤0.01%
71
-241
377
$769 ﹤0.01%
60
378
$721 ﹤0.01%
30
379
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17
+10
380
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+11
381
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30
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382
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+12
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384
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385
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386
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+100
387
$539 ﹤0.01%
30
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+5
389
$507 ﹤0.01%
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390
$479 ﹤0.01%
+7
391
$455 ﹤0.01%
+100
392
$452 ﹤0.01%
10
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397
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38
399
$368 ﹤0.01%
20
400
$365 ﹤0.01%
21
14 15
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