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
401
$1.49K ﹤0.01%
5
402
$1.48K ﹤0.01%
36
403
$1.48K ﹤0.01%
11
404
$1.46K ﹤0.01%
+3
405
$1.44K ﹤0.01%
+375
406
$1.44K ﹤0.01%
12
407
$1.43K ﹤0.01%
5
408
$1.43K ﹤0.01%
9
409
$1.42K ﹤0.01%
5
410
$1.39K ﹤0.01%
11
-7
411
$1.37K ﹤0.01%
16
412
$1.36K ﹤0.01%
+100
413
$1.35K ﹤0.01%
41
414
$1.35K ﹤0.01%
8
415
$1.35K ﹤0.01%
+28
416
$1.35K ﹤0.01%
8
417
$1.34K ﹤0.01%
8
418
$1.32K ﹤0.01%
19
419
$1.31K ﹤0.01%
65
420
$1.26K ﹤0.01%
6
421
$1.25K ﹤0.01%
+10
422
$1.25K ﹤0.01%
28
+8
423
$1.25K ﹤0.01%
+6
424
$1.23K ﹤0.01%
11
425
$1.22K ﹤0.01%
1
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18 19