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
376
$1.55K ﹤0.01%
+11
377
$1.53K ﹤0.01%
100
378
$1.52K ﹤0.01%
+18
379
$1.52K ﹤0.01%
100
380
$1.5K ﹤0.01%
50
381
$1.46K ﹤0.01%
5
382
$1.45K ﹤0.01%
5
383
$1.41K ﹤0.01%
+10
384
$1.35K ﹤0.01%
+2
385
$1.35K ﹤0.01%
+92
386
$1.33K ﹤0.01%
+75
387
$1.33K ﹤0.01%
65
388
$1.32K ﹤0.01%
+13
389
$1.31K ﹤0.01%
+90
390
$1.3K ﹤0.01%
104
-396
391
$1.24K ﹤0.01%
+50
392
$1.24K ﹤0.01%
+36
393
$1.23K ﹤0.01%
+8
394
$1.23K ﹤0.01%
+37
395
$1.22K ﹤0.01%
+16
396
$1.2K ﹤0.01%
+41
397
$1.18K ﹤0.01%
+5
398
$1.17K ﹤0.01%
+18
399
$1.17K ﹤0.01%
+17
400
$1.16K ﹤0.01%
25