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
$237M
AUM Growth
-$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$11.2M
3
+$10M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$8.09M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$6.97M

Top Sells

1
+$15.5M
2
+$11.2M
3
+$10.7M
4
BAC icon
Bank of America
BAC
+$8.63M
5
JPM icon
JPMorgan Chase
JPM
+$7.5M

Sector Composition

1 Healthcare 15.51%
2 Technology 12.02%
3 Consumer Discretionary 10.94%
4 Consumer Staples 5.88%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.93M 1.23%
36,164
-1,853
27
$2.66M 1.12%
24,135
+5,958
28
$2.57M 1.08%
10,059
+9,776
29
$2.33M 0.98%
27,813
+24,330
30
$2.31M 0.98%
49,635
+48,579
31
$2.25M 0.95%
+54,684
32
$2.24M 0.95%
13,802
+13,796
33
$2.07M 0.87%
165,888
-8,592
34
$2.06M 0.87%
79,754
+79,054
35
$2.02M 0.85%
17,470
+16,820
36
$1.97M 0.83%
6,153
+6,151
37
$1.62M 0.68%
44,945
+88
38
$1.62M 0.68%
13,840
+501
39
$1.6M 0.68%
5,296
+2,190
40
$1.23M 0.52%
22,690
+21,338
41
$687K 0.29%
12,516
+77
42
$516K 0.22%
5,594
+4,443
43
$406K 0.17%
2,731
-230
44
$389K 0.16%
2,425
+1,000
45
$385K 0.16%
2,793
+703
46
$383K 0.16%
6,555
+5,087
47
$378K 0.16%
19,080
-320
48
$289K 0.12%
2,743
+1,087
49
$276K 0.12%
3,793
-147,424
50
$276K 0.12%
6,276
-124,797
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