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
$201M
AUM Growth
+$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.18M
3
+$4.04M
4
XOM icon
Exxon Mobil
XOM
+$3.93M
5
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$2.33M

Top Sells

1
+$8.16M
2
+$6.99M
3
+$6.16M
4
LOW icon
Lowe's Companies
LOW
+$4.84M
5
CVS icon
CVS Health
CVS
+$3.45M

Sector Composition

1 Financials 14.57%
2 Industrials 10.03%
3 Technology 9.49%
4 Energy 9.3%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.54M 1.76%
58,883
-51,474
27
$3.49M 1.74%
30,804
+1,237
28
$3.37M 1.67%
208,574
+80,303
29
$3.17M 1.58%
21,700
-5,321
30
$2.33M 1.16%
+63,836
31
$2.03M 1.01%
17,556
+769
32
$1.85M 0.92%
+57,049
33
$1.82M 0.9%
+42,748
34
$1.51M 0.75%
70,058
-1,349
35
$1.45M 0.72%
+34,009
36
$1.41M 0.7%
+36,340
37
$1.34M 0.67%
57,374
-6,143
38
$1.25M 0.62%
+54,758
39
$1.21M 0.6%
42,104
+700
40
$1.05M 0.52%
31,865
+14,160
41
$742K 0.37%
10,417
-947
42
$632K 0.31%
9,964
-5,766
43
$525K 0.26%
4,640
+4,490
44
$485K 0.24%
25,100
45
$457K 0.23%
18,000
46
$453K 0.23%
8,492
47
$420K 0.21%
7,500
-1,500
48
$411K 0.2%
3,571
+200
49
$377K 0.19%
19,500
50
$337K 0.17%
18,804
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2
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