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
$248M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$6.68M
3
+$6.67M
4
BMY icon
Bristol-Myers Squibb
BMY
+$6.61M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$5.2M

Top Sells

1
+$8.29M
2
+$2.89M
3
+$1.87M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$875K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$350K

Sector Composition

1 Healthcare 12.31%
2 Financials 11.38%
3 Industrials 7.61%
4 Communication Services 7.1%
5 Technology 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.03M 1.63%
47,605
-10,339
27
$2.83M 1.14%
+25,662
28
$2.67M 1.08%
64,213
+2,066
29
$2.66M 1.07%
17,607
-215
30
$2.5M 1.01%
26,228
+483
31
$2.45M 0.99%
16,597
+50
32
$2.42M 0.98%
+66,094
33
$2.23M 0.9%
37,547
+15,217
34
$2.15M 0.87%
87,167
-640
35
$2.11M 0.85%
165,648
+104,592
36
$2.02M 0.82%
9,851
+427
37
$1.84M 0.74%
81,324
+13,064
38
$1.84M 0.74%
15,769
-2,721
39
$1.67M 0.67%
16,412
-3,443
40
$1.33M 0.54%
45,896
+1,486
41
$1.32M 0.53%
10,631
+10,415
42
$1.08M 0.43%
15,189
-100
43
$573K 0.23%
3,631
44
$506K 0.2%
19,400
45
$455K 0.18%
7,407
+288
46
$432K 0.17%
2,961
-44
47
$405K 0.16%
8,035
48
$378K 0.15%
7,030
49
$372K 0.15%
2,910
-350
50
$364K 0.15%
+5,760
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