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
451
$824 ﹤0.01%
+9
452
$820 ﹤0.01%
+12
453
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+10
454
$818 ﹤0.01%
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455
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+10
456
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457
$814 ﹤0.01%
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458
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459
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460
$797 ﹤0.01%
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461
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462
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1,335
+1,128
463
$787 ﹤0.01%
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$768 ﹤0.01%
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468
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469
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471
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472
$743 ﹤0.01%
+5
473
$733 ﹤0.01%
+69
474
$727 ﹤0.01%
+5
475
$725 ﹤0.01%
+4
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