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
$147M
AUM Growth
+$9.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$2.17M
3
+$244K
4
KMPR icon
Kemper
KMPR
+$190K
5
MRKR icon
Marker Therapeutics
MRKR
+$123K

Top Sells

1
+$6.5M
2
+$5.94M
3
+$1.85M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$356K
5
BAC icon
Bank of America
BAC
+$186K

Sector Composition

1 Financials 19.17%
2 Energy 13.41%
3 Communication Services 8.32%
4 Industrials 6.94%
5 Healthcare 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.77%
6,828
-6
27
$795K 0.54%
13,309
-2,550
28
$748K 0.51%
41,162
+375
29
$714K 0.49%
8,490
-750
30
$547K 0.37%
22,097
+347
31
$527K 0.36%
3,770
32
$456K 0.31%
3,871
+253
33
$435K 0.3%
3,442
-2,815
34
$404K 0.27%
6,842
+1,146
35
$401K 0.27%
19,500
36
$356K 0.24%
7,400
37
$331K 0.23%
2,089
-62
38
$329K 0.22%
3,162
39
$325K 0.22%
7,185
+1,636
40
$319K 0.22%
1,710
+1,310
41
$303K 0.21%
5,442
-3,279
42
$303K 0.21%
4,592
+1,865
43
$297K 0.2%
26,511
-910
44
$293K 0.2%
19,100
-2,139
45
$286K 0.19%
1,425
-500
46
$240K 0.16%
2,019
-764
47
$225K 0.15%
3,840
48
$224K 0.15%
4,151
-450
49
$219K 0.15%
2,604
50
$203K 0.14%
1,652
+400
1
2
3 4 5