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
426
$1.22K ﹤0.01%
150
427
$1.22K ﹤0.01%
84
428
$1.21K ﹤0.01%
8
429
$1.21K ﹤0.01%
2
430
$1.2K ﹤0.01%
+15
431
$1.19K ﹤0.01%
+50
432
$1.18K ﹤0.01%
22
+8
433
$1.18K ﹤0.01%
17
+14
434
$1.16K ﹤0.01%
125
435
$1.15K ﹤0.01%
3
436
$1.13K ﹤0.01%
14
437
$1.12K ﹤0.01%
11
438
$1.11K ﹤0.01%
35
439
$1.1K ﹤0.01%
46
440
$1.09K ﹤0.01%
10
441
$1.08K ﹤0.01%
14
442
$1.08K ﹤0.01%
7
443
$1.07K ﹤0.01%
3
444
$1.07K ﹤0.01%
6
445
$1.06K ﹤0.01%
2
446
$1.05K ﹤0.01%
10
447
$1.04K ﹤0.01%
44
448
$1.04K ﹤0.01%
12
449
$1.04K ﹤0.01%
55
450
$1.04K ﹤0.01%
38
16 17
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19 20