RAM

Riggs Asset Management Portfolio holdings

AUM $407M
1-Year Est. Return 40.72%
This Quarter Est. Return
1 Year Est. Return
+40.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.18M
3
+$2.97M
4
T icon
AT&T
T
+$1.93M
5
CTRA icon
Coterra Energy
CTRA
+$1.78M

Top Sells

1
+$8M
2
+$7.41M
3
+$7.25M
4
C icon
Citigroup
C
+$6.17M
5
SLX icon
VanEck Steel ETF
SLX
+$5.71M

Sector Composition

1 Financials 18.63%
2 Energy 12.45%
3 Communication Services 6.41%
4 Industrials 5.86%
5 Healthcare 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 1.14%
67,237
-2,806
27
$1.36M 0.98%
+73,478
28
$1.14M 0.83%
60,916
-125,943
29
$925K 0.67%
15,859
-577
30
$896K 0.65%
6,834
-6,277
31
$786K 0.57%
40,787
-104,834
32
$773K 0.56%
9,240
+2,290
33
$760K 0.55%
6,257
+5,372
34
$535K 0.39%
+21,750
35
$487K 0.35%
3,770
-31
36
$473K 0.34%
+8,721
37
$414K 0.3%
19,500
38
$393K 0.29%
1,925
39
$367K 0.27%
3,618
40
$352K 0.26%
7,400
41
$320K 0.23%
5,696
42
$314K 0.23%
2,783
+2,593
43
$291K 0.21%
3,162
44
$284K 0.21%
2,151
-93
45
$281K 0.2%
21,239
+139
46
$262K 0.19%
+27,421
47
$244K 0.18%
5,549
48
$205K 0.15%
3,945
49
$201K 0.15%
3,840
50
$199K 0.14%
4,601
1
2
3 4 5