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
$172M
AUM Growth
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$8.7M
2
+$5.23M
3
+$4.63M
4
VZ icon
Verizon
VZ
+$4.47M
5
CBU icon
Community Bank
CBU
+$248K

Top Sells

1
+$4.99M
2
+$4.8M
3
+$3.36M
4
AAL icon
American Airlines Group
AAL
+$3.21M
5
FCG icon
First Trust Natural Gas ETF
FCG
+$2.88M

Sector Composition

1 Industrials 19.56%
2 Healthcare 17.35%
3 Financials 11.94%
4 Energy 9.51%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.89%
69,979
+189
27
$1.38M 0.8%
54,964
-56
28
$1.27M 0.74%
37,922
+7,385
29
$927K 0.54%
9,780
30
$915K 0.53%
9,734
+25
31
$899K 0.52%
6,000
32
$763K 0.44%
27,086
33
$738K 0.43%
11,966
-38
34
$695K 0.4%
15,119
35
$505K 0.29%
19,600
36
$500K 0.29%
20,980
37
$496K 0.29%
4,158
-200
38
$470K 0.27%
2,587
39
$464K 0.27%
22,311
40
$459K 0.27%
5,150
41
$427K 0.25%
5,101
-50
42
$401K 0.23%
3,760
+100
43
$397K 0.23%
14,775
44
$363K 0.21%
2,625
+100
45
$228K 0.13%
13,391
-100
46
$225K 0.13%
1,745
47
$222K 0.13%
7,263
48
$211K 0.12%
4,000
49
$182K 0.11%
+2,931
50
$181K 0.11%
+6,132
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