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
$281M
AUM Growth
-$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$4.67M
3
+$2.77M
4
NVDA icon
NVIDIA
NVDA
+$2.71M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.42M

Top Sells

1
+$5.35M
2
+$4.57M
3
+$4.04M
4
RTX icon
RTX Corp
RTX
+$4.03M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.62M

Sector Composition

1 Technology 16.95%
2 Consumer Discretionary 6.19%
3 Industrials 5.81%
4 Financials 5.61%
5 Energy 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.66M 1.66%
84,845
-3,224
27
$4.59M 1.63%
87,349
+24,193
28
$4.47M 1.59%
11,838
+32
29
$4.42M 1.57%
34,781
+15,493
30
$4.21M 1.5%
96,780
+62,400
31
$3.84M 1.37%
74,531
+3,751
32
$3.48M 1.24%
16,732
+87
33
$3.4M 1.21%
41,205
+19,534
34
$3.3M 1.17%
64,806
-3,117
35
$3.17M 1.13%
40,381
+5,593
36
$3.13M 1.11%
8,735
-80
37
$3.11M 1.11%
7,278
38
$2.93M 1.04%
139,816
-50,801
39
$2.77M 0.99%
60,256
+180
40
$2.64M 0.94%
29,751
-14,727
41
$2.49M 0.89%
61,440
+231
42
$2.49M 0.89%
31,170
-430
43
$2.27M 0.81%
+42,954
44
$2.23M 0.79%
11,633
-61
45
$1.95M 0.69%
12,466
+140
46
$1.92M 0.68%
38,448
+238
47
$1.86M 0.66%
11,156
+332
48
$1.78M 0.63%
17,293
-339
49
$1.72M 0.61%
11,601
+1,341
50
$1.58M 0.56%
28,513
+551
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